You may manually add or import custom billing codes into AppColl.
Manually Add Billing Codes
- Go to Billing > Billing Codes.
- Click the Add button.
- Enter a custom code in the Code field.
- Enter the Category (typically Patent, Trademark, or All).
- Enter a Title.
- The Client and Description fields are optional. Enter if desired.
- Select the Type (Activity, Expense, or Task).
- Select the Don't Use checkmark if the billing code is just for reference.
- Click the Add button.
- Notice the new custom billing code is provisionally added (highlighted in blue). You still will need to save the newly added code. Click the Save button.
Import Billing Codes
Use the following Import Billing Template.
- Go to Billing > Billing Codes.
- Prepare the Excel sheet template from the downloadable link above following the instructions in rows 1-4. Notice that all header rows in red are mandatory fields. Black header rows are optional. Follow the additional notes in rows 6-9 before deleting them and populating your data. Once you have followed all the instructions, delete these rows.
- Save the spreadsheet after you are finished entering your data. Note that the spreadsheet should be saved as a csv.
- Back on the Billing Codes page, click the Import CSV or XLSX link.
- Click the Choose File button to browse for and select your saved spreadsheet.
- Select Overwrite existing record or Skip record as needed.
- Click the Import button.
- AppColl will check the spreadsheet for any errors. If you receive a red error message, you must fix the error. Hover over an error row to read the error message and click the Pencil icon to correct the field. Cells in Red have an error that must be fixed.
- At any time, you can click the Save & Validate button to see any fixed row's error disappear.
- Once all errors are fixed, click the Import Valid Rows button.
- If there are no Red errors, click the Import All Rows button.
- You will receive a confirmation message upon successful import. Click the Close button.
