Managing Phone Bill Reconciliation Follow

Topics Covered
Phone Bill Reconciliation 

Target Users
Post Administrators

Required Permissions
Directory Administrators

Introduction

The Phone Bill Reconciliation feature in ATLAS Directory allows users to upload and match work phone and work mobile numbers with existing Directory entries. This article walks you through the steps to perform a successful reconciliation.

Accessing the Phone Bill Reconciliation

Navigate to Administration > Phone Bill Reconciliation.

Uploading the Phone Bill File

On the Phone Bill Reconciliation page, click the Download Template button to get the required format for the phone bill data.

Prepare your phone bill data in an Excel spreadsheet.

If necessary, click the View Instructions button to access detailed guidelines on formatting and uploading the file correctly.

Once your file is ready, drag and drop it or click Choose File to select the Excel file containing the phone bill data.

The system will check all entries. Click the Next button to proceed to the preview step.

Preview and Export

After uploading the file, the system will display a table showing the imported data, including:

• Original Phone: The phone number from the bill.
• Matched To: The corresponding Directory work phone entry.
• Name: The name of the contact associated with the matched entry.
• Date/Time: The date and time of the last entry on the bill.

Exporting the Data

Once the reconciliation is complete, you can export the results in different formats:

• Excel
• CSV
• Copy to Clipboard

For additional help, please contact ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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