Bulk uploading allows users to upload fee structures and fee assignments for all available clients in one big swoop!
To get started:
Go to settings on the top right dropdown menu and select Billing settings
Select Fee Structures and select the Bulk Upload button on the right of your screen
From there, select either Fee Structure or Fee Assignment upload
Once selected, a short window will prompt you to download a template for the upload. Once downloaded, open and fill in the required information. Note that you will need Microsoft Excel for the file to open and operate properly.
Once all the information required is filled, save and go back to your Atlas and follow the instructions to get back to the bulk upload section. There, you'll be able to upload your file and submit for processing. Depending on the size of the file, it may take a few minutes for the information to show in your Atlas.
If you have any questions, feel free to reach out to our team via Intercom or via email at support@bridgeft.com.