Transferring Payment Applications from ACD5 to Catina

Summary

The article "Resolving the Payment Application Issue" guides users on transferring G703 pay application data from ACD5 to Catina. It outlines steps to download, edit, and upload spreadsheets, ensuring seamless integration of payment data. Key processes include exporting Excel files and configuring G702 documents in Catina.

Process Overview

When starting a new pay application (pay app) for a project where previous pay apps were completed in ACD5, you can download a spreadsheet of your previous G703 and use that to create your next pay app in Catina. Follow these steps to transfer and update your data efficiently.

Accessing Previous Pay App Data in ACD5

1. Log into ACD5
2. Click on your project.
3. Open the last G703.
4. On the left-hand side, click "Download Draft". This action will trigger the download of an Excel version of your document to your computer. This file will be used in Catina.

Creating a New Pay App in Catina

1. Log into Catina.
2. Select the "Projects" tab.
3. Create a new project or select an existing project.
4. Click "+New Document".
5. Select the "G702 Application and Certificate for Payment" and click "Configure".
6. Name your document, add your project team as applicable, set your pay period date and retention settings, then click "Create Document".

Transferring Data from ACD5 to Catina

1. Click "Bulk Actions" and select "Export Excel File". This will download an Excel version of the file.
2. Use the data from the latest ACD5 pay app to copy and paste the relevant fields into the correct spots in the new Excel document. Note: The percentage field is in a different location in Catina, so pay close attention to column headers when copying over.
3. Make any additional edits or changes to the pay app in Excel, then save the document.

Uploading the Edited Excel Document Back to Catina

1. Click the "Projects" tab in Catina.
2. Click on the project you are working under and select the G702 document you previously created.
3. Once the editor is open, click "Bulk Actions" and select "Import Excel File".
4. Select or drag and drop your Excel document, then click "Upload".
5. You can now continue editing your line items or edit the G702 within the document editor.

FAQ's

1. What should I do if the percentage fields in the ACD5 file don’t match Catina’s format?
The percentage field is located in a different column in Catina compared to ACD5. When transferring data, carefully review the column headers in the new Excel file to ensure accurate placement.

2. Can I edit the G702 document in Catina after importing the Excel file?
Yes, once the Excel file is uploaded to Catina, you can continue editing the line items or make changes directly within the G702 document editor.

3. What file format is required for uploading data into Catina?
Catina requires an Excel file for importing data. Make sure the file is correctly formatted and saved as an Excel document before uploading it to the G702 document editor.