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Import Bills

Easily transfer all your bills to Jaz by using the Import Bills function to import bills in bulk.

Updated over a week ago

Q1. Can I import multiple bills in Jaz?

  • You can import multiple bills in Jaz using the Import Bills function.

  • Download the provided template & fill it up following the provided instructions.

  • Finish the import process after reviewing the imported rows.

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?

  • You can bulk import up to 200 bills at one go.

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?

  • Jaz will highlight any issues with the rows/records that you have filled in within the import template.

  • To fix it, go back to your bill import template and amend the row with the error.

  • 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.

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