How to use - Ajaxels/OpenIris-SplitTheBill GitHub Wiki

  • Select Excel file containing combined charges exported from OpenIris. Upon loading the first row of data is displayed in a table below.

Fig.1

  • Define positions of the starting cell of the header row and the data table (upper-left cell) in the generated Excel file Fig.2

  • Example of the Excel table with highlighted cells

Fig.3

  • Update the settings:
  1. Table index field, a name of the index field. The index field has unique identifiers for each charge. When defined and when the Detect duplicates checkbox is checked, the application checks for possible duplicates in charges and reports them
  2. Split bills by field, a name of the field to be used to split the charges. Unique values within this field are extracted and for each of these values a new invoice file is generated. The recommended setting is to use the RequestID field. Upon an update of this parameter a corresponding value is extracted from the 1st data row of the table and displayed on the righthand side from this dropdown menu (13059 in the figure below)
  3. Sort bills by field, a name of the field to be used for internal sorting of charges. The recommended value is BookingStart field
  4. Generate summary file, when checked an additional Excel file with summary for all charges is generated

Fig.4

  • Provide names for provider and responsible person. These information will be included into a header of each generated invoice

Fig.5

  • In our workflows we would like to move collaboration projects into a separate directory. This done by adding [C] text tag into a title of each collaboration project. When the Detect collaborations checkbox is checked, the application looks for the Collaboration marker text in titles and when it is found, moves the generated invoice into Collaborations subfolder. The similar logic works for the external projects marked with External marker text

Fig.6

  • Press the Start processing button to begin the process