{% extends "ui/templates/base/layout.html" %} {% block content %}

Bulk Imports

Download Excel templates, fill data, and upload to configure services faster.

{% if can_client_assignment %}

Bulk assign services to clients

For Firm Admin / Partner. Services must already be enabled for the active audit firm. Use expiry_date for renewal-before-expiry services like DSC renewal.

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{% endif %} {% if can_due_date_extensions %}

Import due date extensions

Imports government deadline extensions for the active audit firm and updates matching unlocked engagements.

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Multiple extensions are stored as separate history rows. Duplicate rows are detected by service, rule, FY/AY, period, extended date and notification reference.

{% endif %} {% if can_firm_tasks %}

Import firm task templates

For Firm Admin. Service must be enabled for active audit firm.

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{% endif %} {% if can_system_import %}

Import system service master

System Admin only. Creates/updates service categories, catalogue services, and optional due date rules/extensions in the workbook.

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Template contains optional sheets: service_master, due_date_rules, due_date_extensions. Due date rules support renewal_based using renewal_days_before_expiry.

Import system default tasks

System Admin only. Creates/updates default task templates by service code and sequence no.

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{% endif %}
{% endblock %}