Uploading flow transactions on the fees page will trigger BillFin to adjust either the billable assets (if billing in arrears) or the next fee (if billing forwards) based on flows in the upload.

Here are links to other articles that will further explain how transactions work for both arrears and forwards billed clients:

Prior to uploading flow transactions, users must add transaction codes. Follow this link for instructions on adding transactions codes. Users will also be required to upload/sync asset values before uploading flow transactions.

- Navigate to the fees page

- Click "Sync Transactions"

a slide out window will appear

- Click "Download the Template" and open in excel

- Fill out the template and save

- Confirm flows are correct in the preview and click "Apply Changes"