Billing Portal - Digital Direct Upload

Short Tutorial Video on Direct Upload.

1. Introduction

The Direct Upload feature in the Billing Portal allows users to upload billing data using a pre-defined Excel template. This guide walks you through each step—from accessing the portal to verifying your uploaded billing lines.

2. Accessing the Billing Portal

• Log in to your account.
• From the Dashboard, click Billing Portal.
• You will be redirected to the Claim Page.

3. Starting a Direct Upload

• On the Claim Page, click Upload Billing Report.
• A popup window will appear with the following options:
• Upload Type dropdown – select Direct.
• Billing Month selector – choose the correct month.
• Platform dropdown will be disabled in the popup.
• Medium field will be disabled in the popup.
• File Upload field – used for uploading the completed Excel billing file.
• Download link for Sample Template – available only after selecting Direct.

4. Downloading the Direct Upload Template

• Select Direct from the Upload Type dropdown.
• Click Download Direct Upload Billing Template.
• Save the file to your system.

5. Filling in the Billing Template

When you open the template, you will see columns with headers. Some headers are marked with an asterisk (*). These fields are mandatory.

5.1 Required Fields

• SMD Schedule – Enter a six-digit alphanumeric value.
• Product Code – Must match the Client Code you entered.
• Campaign Name – Enter the relevant campaign.
• Medium Code – Select from the dropdown list.
• Ad Category – Select from the dropdown list.
• Placement Description – Provide a clear description.
• Billable Cost – Enter the billing amount.

5.2 Optional Fields

• Purchase Order – You may leave this blank if not applicable.

5.3 Important Notes

• Each row in the file is processed as a separate billing line.
• Example: If you add two rows, the system will create two billing lines.

6. Uploading the Billing Report

• Return to the Billing Portal popup.
• Drag and drop your completed Excel file into the upload field.
• Click Submit.
• The system will begin processing your file.
• This may take several minutes.

7. Notifications

• Successful Upload: You will receive an email confirming that the file has been uploaded and processed.
• Failed Upload: You will receive an email with detailed error messages. Correct the errors in the file and re-upload.

8. Verifying Uploaded Billing Lines

• From the Claim Page, select Direct from the dropdown.
• The uploaded billing lines will appear.
• Example: If you uploaded two rows, you will see two billing lines.

9. Processing in SMD

• Direct uploads are automatically pushed to SMD.
• You do not need to manually push them.
• The uploaded billing lines will appear on the Summary Page.
• Status will be marked as Financial (Locked).
• These records will not appear on the Push screen since they bypass manual pushing.

10. Troubleshooting

• Template Errors: Ensure all mandatory fields (*) are filled.
• Incorrect Codes: Verify SMD Schedule, Client Code, and Product Code match correctly.
• Upload Failures: Review the error email, correct the Excel file, and re-upload.

11. Conclusion

The Direct Upload feature streamlines billing by allowing bulk uploads via Excel. By following this guide, you can confidently prepare, upload, and verify billing data without manual intervention.