Spend Upload

Spend Upload

Loading a Spend File

  1. Prepare your file(s) for upload

The spend file must meet the below requirements:

  • File Size: 25 MB limit [otherwise FTP upload is required]

  • File Types: .csv, .xls, or .xlsx.

  • File Name:

    • No spaces or special characters (e.g., & # ` % ~ , ( ) )

      • Must start with your assigned file identifier, followed by an underscore _

      • Each data source is assigned a specific file identifier

        • Example: Identifier = alanda | File Name = alanda_Q2_2021.csv


Avoid these when preparing your file:

  1. Changing any Field Headers from provided
  2. Template Extraneous characters on extra/unused rows or columns
  3. Hidden rows, links, data references
  4. Certain types of formatting
  5. Password protected files
  6. Multiple entries in one cell
  7. Formulas

  1. Navigate to Spend Upload under the Feeds menu item.

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  1. Select the Data Source from the drop-down list.
     image.png

Info
Quick Tip
If you are a data provider, you will not need to select from the drop-down


  1. After selecting your source you will select your Spend File and add any other Supporting Documents.
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  2. Hit the green Submit button once you have completed selecting your files.

Info
Quick Tip
Please note the system will start processing files at 5-minute intervals.
    i.e., 12:00, 12:15, 12:40, 12:55
    If you load a file at 12:53, the file will not begin processing until 12:55. If loaded at 12:58, it will process at 1:00.


  1. Navigate to the Feed Listing to check the status of your file.





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      Navigating the Feed Listing Once users have submitted a Spend File for upload, thy may view its status by navigating to the Feed List Management section. This is located under the Feeds drop-down menu item. Here users will see a list of files that ...