Upload Billing Report

The Skynet Billing Portal allows users to upload, validate, and manage billing reports across multiple platforms. This guide provides step-by-step instructions on uploading billing files, understanding upload types, and managing data within the portal.

Tutorial Video on - Billing Upload

1. Accessing the Billing Portal

• Log in to your Skynet dashboard.
• Click on Billing Portal from the dashboard.
• You will be directed to the Billing Portal Listing Page, which displays data from:
• Automated Monthly Reports – pulled directly from integrated platforms.
• User-Uploaded Reports – manually uploaded to fill gaps or update data.

Note: Data may include details from both the external platforms and the Booking Portal.

2. Uploading a Billing Report

• On the listing page, click Upload Billing Report.
• A popup will appear with the following fields:
• Platform Dropdown – select the relevant platform.
• Billing Month/Year – specify the reporting period.
• Upload Type – choose the type of upload (see Section 3).
• File Upload – drag and drop or browse to upload the Excel file.
• Sample File Link – after selecting the upload type, download a sample template to understand the required format.

Important: Fields marked with an asterisk (*) in the template are mandatory and must be completed for successful upload.

3. Upload Types

There are three types of uploads available in the Billing Portal.

3.1 Client Upload

• Designed for Vic Gov clients, who do not use the Booking Portal.
• Uploading the billing template:
• Creates bookings automatically in the Booking Portal.
• Pushes billing data directly to the SMD.
• Sends a confirmation email to the user with a link to the summary page.

3.2 Non-Validated Upload

• Does not create bookings in the Booking Portal.
• After upload, the system validates against the IO database and SMD:
• If client code and budget exist, lines are linked to the SMD.
• If not, they are flagged with the error “SMD Link not available.”
• Uploaded lines appear on the Claim Page but are not pushed to SMD until verified.

3.3 Standard Upload

• The default method for uploading billing data.
• Requires a booking to be created in the Booking Portal before upload.
• After upload:
• Billing lines remain unassigned until claimed by users.
• Users must manually push lines to SMD.

Summary Rule:

Client Upload & Non-Validated Upload → No booking required.

Standard Upload → Booking must exist beforehand.

4. Example: Standard Upload

Prepare the Booking:

• Create a booking in the Booking Portal.
• Fill in the details in the sample Excel template.
• Ensure mandatory fields match exactly with the booking (e.g., platform, advertiser name, campaign name, line item ID, media cost).

Upload the File:

• Select Standard Upload in the popup.
• Choose the correct Platform (e.g., DV360).
• The medium code will auto-populate but can be changed if needed.
• Select the Billing Month.
• Drag and drop the Excel file into the upload field.

5. Pre-Submission Checks

Before clicking Submit, note the following:

• If data already exists for the selected platform and month, duplicates are automatically removed by comparing:
• Platform
• Booking Order Line ID
• Media Cost
• Only new, unique data will be added to the Claim Table.
• Uploaded data is visible only to:
• The uploader
• System administrators
• File size limitation: Maximum 500 rows per upload.

6. Submitting the Upload

Click Submit.

A confirmation message will appear:

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

• Wait a few seconds for the system to process the file.
• You will receive a confirmation email once billing lines are created.
• Refresh the Claim Portal to view the newly uploaded billing lines.

7. Next Steps

• After uploading, users can:
• View uploaded billing lines in the Claim Page.
• Manage billing lines by verifying, claiming, or pushing them to SMD.
• Further details on managing claims are covered in the next guide.

✅ You now know how to upload billing reports into the Skynet Billing Portal using Client, Non-Validated, and Standard upload types.