Business

Who can use this feature?

Only adminis

One by one, individually

  1. Go to the 'My company' section
  2. Select the option 'charge codes', located in the upper part of the screen.
  3. Click on 'Add charge codes'.
  4. Fill in the 'Name' section to give a name to the new center (it can be a project, a department, a customer, etc). Remember that it is not possible to have two charge codes with the same name.
  5. Fill in the 'Description' section with a brief description of the charge code; this will make it easier for you to find it.
  6. If you want, you can activate a daily, weekly or monthly limit of use.
  7. Finally, click on 'Create' to finish the process.  

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From a list, using files in CSV or XLSX format:

  1. Go to the 'My company' section
  2. Select the option 'charge codes', located at the top of the screen.
  3. Click on 'Import' and upload the CSV or XLSX file. You can also drag and drop it.
  4. At the end of the process you will see a summary with all the codes that are going to be created. 
  5. Click on 'Save' and you're done! When you request a journey, the user will be able to indicate the corresponding charge code.

Important: XLSX files need to have 3 columns: 'name', 'active' and 'description', corresponding to the name, whether the code is active or not ('Y' means active and 'N' deactivated) and the description of the code. In the CSV file each row corresponding to a charge code needs to have the following format: 'name of the plant, Y, description ('Y' for active plant or 'N' for deactivated). It is less complicated than it seems. However, to help you, we will show you an example file when you import for the first time.

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