Practice time is time or disbursements that has not been incurred in the day-to-day administration of an insolvent entity. The import process can also be used to load practice time and disbursement data from the import template into Timekeeping.
This is exactly the same process as for time entries and may be carried out at the same time. However, there are a few differences in how the import template is populated for practice time entries.
Those differences are detailed in the table below.
Data fields in the spreadsheet
Populate data in the spreadsheet. Columns headed 'Bill Ref', 'Invoice Date', 'Bill Note', 'Billed $' and 'Woff Won' are only required where a time or disbursement entry has been billed and can be blank if not billed.
Further information regarding importing billing detaiils is available here.
|JobShortName||Mandatory||This must match the short name of the practice responsible for billing.|
|Job type||This should have a value of 'PRAC'.|
|Date||Mandatory||The date of the entry (as 'dd/mm/yyyy')|
|TimeofDay||Can be provided but not needed|
|Category 1||Mandatory||This must match a value from the list of practice / internal categories.|
|Notes||The narration of the time entry.|
The number of decimal hours (as 0.1 = 6 minutes) for time entries, 1 for disbursements.
|UserInitials||Preferred||If not provided will be set to the "Data Migration" system user account. If provided must match to the user's initials|
If not provided will be set to the current position of the user.
Must be either 'Time' or 'Disbursement'
This will usually be a distinct reference for a time or disbursement entry but may be duplicated where an entry has been part billed on two or more bills.
|Bill Ref||Mandatory (if billed)||
A distinct reference for a bill.
|Invoice Date||Mandatory (if billed)||
The date of the bill (as dd/mm/yyyy).
|Billed $||Mandatory (if billed)||
Only required if time entry has billed, blank if not (do not include zero or NULL).
Only required if there has been time written off (or written on) to the bill (do not include zero or NULL).
Billing data cannot be imported separately.
Review created time entries
Once the data has been imported, practice time should be reviewed.
Open the practice in the same way as for a job, but substituting the practice name for the job name.
Confirm the time and disbursement data, and any billing information, has been correctly imported.