Billing Portal Uploader for SMD - Non Activation

User Manual: Upload and Manage Billing Reports via SKYNET Billing Portal


1. Accessing the Billing Portal

To upload and manage billing reports:

Navigate to the SKYNET Dashboard.

Click on Billing Portal.

This will take you to the Billing Portal Listing Page, where billing data is displayed.


2. Upload Billing Report Functionality

Uploading a Report

Click on the Upload Billing Report button.

A popup will appear containing the following fields:

Platform (dropdown)

Month/Year selection

Upload Type (dropdown)

File Upload Field (Excel format)

Sample Template Download Link (visible after selecting upload type)


3. Upload Types

There are three types of uploads available, each with a corresponding sample Excel template.

Note: Fields marked with an asterisk (*) are mandatory and must be filled in correctly to avoid errors.


a. Client Upload

Purpose: For Vic Gov clients who do not create bookings via the Booking Portal.

Process:

Uploading the Excel template automatically creates a booking in the Booking Portal.

Data is directly pushed to the SMD.

Users receive an email with a link to the Summary Page.


b. Non-Validated Upload

Purpose: To upload billing lines without creating bookings in the Booking Portal.

System Check:

Verifies if Client Code and Budget exist in the IO database/SMD.

If matched → line is linked to SMD.

If unmatched → error message: “SMD Link not available.”

Post-Upload:

Lines appear on the Claim Page.

Users must manually verify lines before pushing to SMD.


c. Standard Upload

Requirement: Booking must already exist in the Booking Portal.

Process:

Uploaded billing lines appear as unassigned.

Users must claim and push billing lines to the SMD manually.


4. Key Differences Summary Table

Upload TypeBooking NeededAuto-Pushed to SMDRequires Validation
Client Upload✅ (Template format)
Non-Validated❌ (Until verified)✅ (Budget/Client Code check)
Standard Upload❌ (Until claimed)✅ (Match with Booking)

 


5. Process of Uploading a Billing Report

(Standard Upload Only): Ensure booking exists in Booking Portal.

Download & Fill the relevant sample template with accurate values.

Go to Billing Portal → Upload Billing Report.

Select:

Upload Type: Client / Non-Validated / Standard

Platform: (e.g., DV360)

Medium Code: Auto-populated based on Platform (can be changed)

Billing Month

Upload the Excel file.


6. Validation Before Submission

Before clicking Submit, the system performs automatic validation:

Checks for duplicate entries based on:

Platform

Booking Order Line ID

Cost

Duplicate entries: Ignored

New entries: Inserted into the Claim Table

Uploaded data is visible only to:

The Uploader

System Admins

Upload limit: 500 rows per file


7. Post-Upload Confirmation

Upon clicking Submit:

A confirmation message is displayed:

“Your file has been successfully uploaded and is currently being processed. An email notification will be sent to you once the processing is complete.”

After receiving the email:

Return to the Claim Portal.

Refresh the page.

The uploaded billing lines will be visible.