Billing Analysis Tool FAQ

What is the best way to get started with the Billing Analysis Tool?

Must I re-register when I install a new version of the Billing Analysis Tool, or if I buy a new computer?

Can multiple employees simultaneously use the Billing Analysis Tool?

My Billing Analysis Tool reports display incorrect data. What could be wrong?

How can I check that the billing data file matches my UPS paper bill (or PDF format invoice)?

The Billing Analysis Tool does not meet all my needs. Can I customise the reports?

Must I download the new version of the Billing Analysis Tool?

How can I upgrade to the new version of the Billing Analysis Tool?

What is the best way to get started with the Billing Analysis Tool?

The best way to get started with the Billing Analysis Tool is to refer to the Quick Start section in the User Guide. You can download the User Guide from the Download Billing Analysis Tool page.

Get Billing Data Downloads

Must I re-register when I install a new version of the Billing Analysis Tool, or if I buy a new computer?

Yes, you must re-register the tool whenever you install a new version, or if you buy a new computer and re-download the tool to it. You must register the tool for each computer on which it has been installed.

Can multiple employees simultaneously use the Billing Analysis Tool?

Yes, multiple employees can simultaneously use the tool. It is designed for both multi-user and single-user environments.

My Billing Analysis Tool reports display incorrect data. What could be wrong?

If reports display incorrectly, first make sure you are viewing a billing data file provided by UPS. If you have previously opened the data file in other applications, added or deleted columns, or otherwise changed the data file, these actions could cause the tool to display incorrect data. Also, confirm that the report criteria you entered (the start and end dates) are accurate. Third, go to the Management Reports tab in the tool and select the Consolidated Billing Summary report. That report should match your paper bill or PDF invoice.

After taking these actions, if your problem is still unresolved, please contact UPS Technical Support by selecting the link below.

How can I check that the billing data file matches my UPS paper bill (or PDF format invoice)?

To check that the billing data file matches your UPS paper bill or PDF invoice, go to the Management Reports tab on the Billing Analysis Tool. Select the Consolidated Billing Summary report and enter a start and end date identical to the start and end dates on the paper bill or PDF invoice.

The Billing Analysis Tool does not meet all my needs. Can I customise the reports?

No, you can not customise the reports.

Must I download the new version of the Billing Analysis Tool?

Customers should download the new version of the Billing Analysis Tool to take advantage of enhancements including the ability to receive large data files and additional data fields.

How can I upgrade to the new version of the Billing Analysis Tool?

To upgrade to the new version of the Billing Analysis Tool, you should complete the steps listed below prior to downloading the new version:

Save (archive) all old UPS Billing Data files.
Uninstall the current version of the tool.
Contact your UPS Account Representative to re-register you.
Install the new version of the Billing Analysis Tool.
Import archived data files back into the new Billing Analysis Tool.