Modifying Billing Rates in a .csv File

If you need to change your billing rates, you may find it easier to do this in a Microsoft Excel format than to make the changes in the system.

To modify billing rates in a .csv file, you must:

1. Export the .csv file to a directory on your system. See Exporting Billing Rates.
2. Modify the .csv file (see instructions in this topic).
3. Import the .csv file back into the ATX product. See Importing Billing Rates.

To modify the billing rates in the .csv file:

Both the forms rates and hourly billing rates are exported in a .csv file format. The .csv file can be opened and edited with Microsoft Excel.

1. Right-click the .csv file (FormBillingRates.csv or HourlyBillingRates.csv).
2. Click Open with and click Microsoft Excel to open the file.
3. Make your changes in Excel.
4. Save the file.

 

See Also:

Billing Manager

Exporting Billing Rates

Importing Billing Rates