Q1. Can I import multiple bills in Jaz?
Yes, you can import bills in two ways:
Line Items: Rows with the same bill reference are grouped into one bill.
Summary Totals: Each row is treated as a separate bill.
Q2. Can I update existing bills using import?
No, you can only create new bills using the import function.
Q3. What file formats are supported for importing bills?
Only a .xlsx file using our template will be supported for importing bills.
Q4. Will importing bills automatically create active bills?
Yes. After finishing the import process, all the created bills will be converted to active.
Q5. Will importing bills affect any existing bills in Jaz?
No, existing bills in Jaz will not be affected.
Q6. How many bills can I bulk import at one time?
Each import supports up to 1,000 rows.
Q7. Can I review the bills before importing?
Yes. After importing the bulk bill template, you will be shown a list of imported bill records picked up by Jaz from the template.
Q8. What should I do if there are errors or duplicates in the imported bills? How can I fix them?
Use the Review sheet in the template to view possible errors.
In Jaz, a review step highlights issues in the file for validation and correction.
For example, if the error reads "Item/Description is required to import the bill" for Row 6, then check if the Item/Description field has been filled in.
After fixing all the errors presented by Jaz, save your template and reimport the template to restart the bulk import process.
Q9. Can I update a bill created from the import flow?
Yes, you can update a bill created from the import flow.