Export Pricing Information for Billable Items

After you configure a rate schedule and define pricing for billable items, you can export pricing information from the Edit Pricing window. EMS exports the information to a Microsoft Excel file.

You do not need Microsoft Excel installed to export the file. You must have Microsoft Excel installed to open and view the exported file.

You can also export pricing information directly from room and resource configurations. See Export Pricing Information for a Room and Export Pricing Information for a Resource.

Export pricing information

1. Select Configuration > Billing > Rate Schedules.
2. The Rate Schedules window opens.
3. Select Pricing.
4. The Edit Pricing window opens.
5. Do one of the following:
   • To export room pricing, select Room Charge in Category.
     • Optional: Select a value in Building to filter the results.
     • Optional: Select a value in Grouping to filter the results.
   • To export resource pricing, select a category in Category and then select Display.
     • Optional: Select a value in Grouping to filter the results.
6. Select Export.
7. The Save As window opens.
8. Optional: Change the default file name, Pricing.xls.
9. Select a save location.
10. Select Save.

When the Export Report message appears, do one of the following:

• Select Yes to open the file in Microsoft Excel.
• Select No to close the message.

Repeat the export process for each room or resource category that you want to export.

After exporting all required pricing information, select Close.