There are some steps that should be taken prior to importing time and disbursement data into Timekeeping. This should avoid validation issues with the data.
Some information will need to be retrieved from Insol6 as it is not available in the Timekeeping application. Other data is only available from within the Timekeeping application.
The job must exist
Confirm that all jobs that have time and disbursement data being imported exist in Insol6.
This is important where the legacy time recording system references a client differently than Insol6, e.g., Joe Bloggs Pty Ltd has a client code in the legacy application as 'JOEBLO-CVL" but in Insol6, the same job has a ShortName of "BLOGGS01".
It is also possible that, where legacy time or disbursements are being imported, the job may not exist in Insol6. You will have to recreate the job in Insol6 and create time categories in Timekeeping (see below) in order to import time or disbusements for that job.
The job must have a valid job type
Confirm that jobs have a correct job type recorded. This would be where a legacy system records a job type differently from the standard job types in Insol6.
This is very important where a job has migrated from one job type to another. (needs further explanation)
Changes in job type? Not required if importing from systems that have separate codes.
The job must have time categories assigned
Test that the jobs have a category series assigned in Timekeeping (AdminTimeCategories).
The default setting in Timekeeping is for corporate and personal jobs to be assigned seperate category templates, as certain tasks undertaken in persoanl jobs are not carried out in coporate appointments.
Disbursement categories are not added to jobs.
Practice/internal categories should be added to practices that are responsible for recording and billing internal time.
The time categories must match Timekeeping descriptions
Check the data to be imported will match up with the standard categories (corp/pers) and evaluation if we need to create custom categories.
Prematch Time Categories
Prematch Disb Categories
Users should have valid initials and positions
Prematch Users, user initials must be unique
Check that the users list is correct.
Negative entries that have negative bills