Use the import process to load disbursement data from a spreadsheet into Timekeeping.
Import format
Download the latest spreadsheet from within the site. See instructions.
Data fields in the spreadsheet
Populate data in the spreadsheet.
| Column | Required | Comment |
| JobShortName | Mandatory | Must match to the short name of an existing job |
| Job type | If not provided will use the current job's job type. Leave this blank unless you want to import a previous job type's time. | |
| Date | Mandatory | Date of the entry |
| TimeofDay | Can be provided but not needed | |
| Category 1 | Mandatory | Must match a value from the list of first level categories, for Disbursement categories. |
| Category 2 | Not required for disbursements | |
| Category 3 | Not required for disbursements | |
| Notes | The narration of the disbursement entry. | |
| Units | Mandatory |
The number of units Enter "1" |
| Total | Mandatory | $ |
| UserInitials | If not provided will be set to the "Data Migration" system user account. If provided must match to the user's initials | |
| TE Ref | Provides a unique reference if you ever have to identify your imports |
An example Import CVS format is here.
| JobShortName | Job type | Date | TimeofDay | Category 1 | Category 2 | Category 3 | Notes | Units | Total | UserInitials | UserPosition | TimeEntryType | TE Ref | Bill Ref | Invoice Date | Bill Note | Billed $ | Woff Won |
| ABC001 | 1/01/2022 | Legal Fees | Coors legal | 1 | 1000 | Disbursement | 1234 | |||||||||||
Uploading
After completing the spreadsheet, click the "Import" button and select "Upload Import file".
Locate the saved import spreadsheet and click "Open".
The data review step appears.
The data review step
A list of records to be import appears in the import page. If there are any validation warnings for the imported data a message will appear in the "Issues" column.
You may click "Show issues only" to filter the list of imported records to the issues that need to be resolved for the import.
Review disbursement entry
You may click on any record to review the entry. You may resolve any issues and continue with the import process. If there are too many issues, cancel the import and resolve in the spreadsheet and start the import process again. 
Import
Once you have resolved any import issues, click the "Import" button to import and create the time entries.
Review created disbursement entries
Once you import data review the data to ensure the data has been correctly imported.
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