Manually Upload Billing/Tax File

Modified on Thu, Jan 9 at 1:41 PM

If you need to manually upload your billing/tax file in Autoagent, follow these simple steps:

 

1. Navigate to the EscrowCloud section of the platform.

 

2. Within the EscrowCloud section, locate and click on the "Billing Data" tab.


3. Once you are in the Billing Data section, click on "Upload Billing File" to proceed with the upload process.

4. You will have the option to either drag and drop your tax file into the designated area or click to browse your computer for the file. After you have located your billing file, select it and proceed to upload it to the platform.


 

By following these steps, you can easily manually upload your billing/tax file in Autoagent.

 

 

 

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