The import Excel template

Download the template from the Import billing tab. If you picked an existing project first, its lines are already filled in.

Fill in the yellow cells:

• Project name and General contractor (for a new project).
• Last application number billed and its period-to date.
• Retainage %, and retainage held to date if it isn't exactly that percent of what's billed.
• One row per line: Item, Description, Scheduled value, Work completed to date (all pay apps so far, not just the last one), Stored materials to date.

Add or remove rows between the blue header and the Total row. Save it as .xlsx and upload it on the Import billing tab.