Export Pricing Information for Billable Items (Rooms or Resources)

After you configure a rate schedule and define the pricing for the billable items (rooms and resources) in the rate schedule, you can export the pricing information on the Edit Pricing window. The information is exported to a Microsoft Excel file.

You do not need Microsoft Excel on your EMS client to export the information to the file. You must have Microsoft Excel on your EMS client to view the file. You can also export the pricing information for rooms and resources after you have configured the information for the room or resource. Learn about Export Pricing Information for a Room and Export Pricing Information for a Resource.

To export pricing information for billable items:

  1. On the EMS menu bar, click Configuration > Billing > Rate Schedules

    The Rate Schedules window opens. This window lists all the rate schedules that are currently configured in your EMS database.

  2. Click Pricing

    The Edit Pricing window opens.  

  3. To export the pricing information for a room or category, do one of the following:
    • Room – To export the pricing information for a room or rooms, in Category, select Room Charge. All active rooms in all buildings that are currently configured in your EMS database display in the lower pane of the dialog.
      • Optionally, in Building, select a specific building, area, or view to filter the search results.
      • Optionally, in Grouping, select a room type to filter the search results.
    • Category – To export the pricing information for all the resources in a category, in Category, select the category, and then click Display.
      • Optionally, in Grouping, select a resource grouping to filter the search results.
  4. Click Export

    A Save As dialog opens. The export file is named Pricing.xls by default. You can also edit the name of the export file, and then save the file to a location of your choice. 

  5. When the Export Report message opens, do one of the following:
    • Click Yes to open the export file in Microsoft Excel.
    • Click No to close the message.
  6. Repeat Step 3 through Step 5 for each room or resource for which you are exporting the pricing information.
  7. After you export all the necessary pricing information, click Close