Efficio (XP)

In order to transfer data to Efficio, you will leverage several features in TrafficXP to do so. This can essentially summed up as running three different reports.

Every Day

There are a couple of reports that will be run more often (daily?) to keep Efficio up-to-date.

Aging

The "Aging" export needs to include (in the following order):

• Station
• Sales Person
• Customer
• Applied
• Detail
• Revenue Source
• Revenue Type
• Current
• 31-60
• 61-90
• 91-120
• 120+
• Total

In addition to the above required columns, the report will typically be run for a period of "Today", possibly filtering out any "Trade".

The "Aging" export is based on the Accounts Receivable Aging report.

Forecast

The "Forecast" export needs to include (in the following order):

• Station
• Sales Person
• Customer
• Order #
• Revenue Source
• Spot Type
• Primary Conflict
• Columns for the current month and out the next 11 (one year).
• Total

In addition to the above required columns, the report will typically be run for a period of "Today", revenue of "Net" and possibly filtering out any "Trade".

The "Forecast" export is based on the Revenue Projection Detail report.

{CS One of our clients suggests to use the Spot Type column instead of the Revenue Source; to do so, include the column and then modify the resulting exported Excel spreadsheet accordingly.}

End Of Month

Efficio apparently will not allow you to transfer data related to billing until "the billing cycle date has passed" (ie. end of month). The export will then contain the information related to billing at this point...

Billing History

The "Billing History" export needs to include (in the following order):

• Station
• Sales Person
• Customer
• Agency
• Order #
• Invoice #
• Revenue Source
• P.Conflict
• Net
• End Date

In addition to the above columns, the report will typically be run using a period of "Last Month" and possibly filtering out any "Trade". This report can only be done after the billing date has transpired (a requirement of Efficio).

The "Billing History" export is based on the Invoice Detail report.