Exporting Information

You can export information about charges and unbilled charges to a CSV formatted file which can then be imported into Microsoft Excel.

You can export a detailed listing of tenant charges for review.

  1. Log in to 3PL Billing.

  2. Click Charges on the top navigation bar then select Charges Extract from the drop-down menu.

    The Charges Extract page displays.

  3. Complete the details for the charges you wish to extract.

    Field

    Description

    Warehouse

    Select the appropriate option from the drop-down list.

    Select All Warehouses to view the charges for all your warehouses.

    Tenant

    Select the appropriate option from the drop-down list.

    Select All Tenants to view the charges for all your tenants.

    Charge From Date

    Enter or select the start date for charges.

    Charge To Date

    Enter or select the end date for charges.

    Invoice From Date

    Enter or select the start date for invoicing.

    Invoice To Date

    Enter or select the end date for invoicing.

  4. Click Process.

    The charges.csv file downloads and can be viewed in Microsoft Excel.

    Save the CSV file with a unique name.

  1. Log in to 3PL Billing.

  2. Click Charges on the top navigation bar then select Unbilled Charges Extract from the drop-down menu.

    The Unbilled Charges Extract page displays.

  3. Complete the details for the unbilled charges you wish to extract.

    Field

    Description

    Warehouse

    Select the appropriate option from the drop-down list.

    Select All Warehouses to view the charges for all your warehouses.

    Tenant

    Select the appropriate option from the drop-down list.

    Select All Tenants to view the charges for all your tenants.

    Charge From Date

    Enter or select the start date for charges.

    Charge To Date

    Enter or select the end date for charges.

  4. Click Process.

    The charges.csv file downloads and can be viewed in Microsoft Excel.

    Save the CSV file with a unique name.

  1. Log in to 3PL Billing.

  2. Click Charges on the top navigation bar then select Rates Extract from the drop-down menu.

    The Rates Extract page displays.

  3. Complete the details for the rate information you wish to extract.

    Field

    Description

    Tenant

    Select the appropriate option from the drop-down list.

    Select All Tenants to view the charges for all your tenants.

    As-At Date

    Enter or select the date.

  4. Click Process.

    The rates.csv file downloads and can be viewed in Microsoft Excel.

    Save the CSV file with a unique name.

See also