Use the ARComments.xlsx file to enter comments for individual outstanding invoices. After you load those comments into the Costpoint Analytics data model, they display in the AR Analysis table.
|
Column |
Description |
|
Company |
Enter the company ID of the company that generated the invoice. |
|
Project |
Enter the ID, name, or both for the project associated with the invoice. This is optional. Project information is for your reference only as you review the spreadsheet. The data load process does not use data from the Project column. |
|
Invoice |
Enter the invoice number exactly as it is in Costpoint, including all leading zeros. |
|
Comment |
Enter the comment text you want to display for the invoice in the AR Analysis table. |