FS – ST- Custom Import – Financials – Fees

In this lesson, you will learn how to:

• Import and update Financial Fees in TEAMS

• Understand how fees support finance operations such as invoicing and commissions

• Use the Financial Fees Excel guide to prepare a CSV file

• Follow mandatory field and fee-type rules

• Upload and reuse import mappings

• Understand how TEAMS handles new and existing fees

• Review success, warning, and error files

• Validate imported fees before using them for invoicing and reporting

This lesson ensures fees are linked correctly and behave as expected in TEAMS finance processes.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.