The Upload Accruals functionality allows your firm to submit monthly accruals for multiple matters in a single action. This helps eliminate repetitive manual entry and reduces the risk of missing client accrual deadlines - especially when managing large matter portfolios.
1. Accessing Upload Accruals
On the Enter Data page, you will see a Upload Accruals button.
Selecting this button opens a modal that includes:
A brief explanation of how the upload works
A button to Download template
An upload area to submit your completed file
2. Downloading the Template
Click Download template to download a CSV file pre-populated with the required column headers.
The second row includes the validation rules for each field. These help ensure your data is complete and matches system requirements.
You may keep or delete the instructions row
3. Template Fields & Validation Rules
Use the downloaded template to enter monthly accruals for each matter.
| Field Name | Required? | Validation Rules | Notes |
|---|---|---|---|
| Matter ID | Required | Must match an existing active Matter ID in Apperio | Case-sensitive and must match exactly |
| Month (YYYY-MM) | Required | Format YYYY-MM, must not be a future month | Represents the accrual month |
| Fees | Required | Number ≥ 0 | Amount for the period |
| Disbursements | Optional | Number ≥ 0 | Leave blank if none |
| Notes | Optional | Text (max 500 characters) | For internal clarification or client context |
You may include as many rows as needed - one per matter per month.
4. Uploading Your File
After completing the template:
Return to the Upload Accruals page
Select Upload file
Choose your filled CSV
Confirm the upload
The system will validate all entries before applying them.
If you need help preparing your first upload, or encounter issues with validation, please reach out to support@apperio.com