Import Formats

The following documents have import formats. The documents marked as automated format allow you to add files to a predefined location to automatically import your files into the system.

Document Format Description
Account Automated format.
Account Budget Automated format.
Allocation Entry This format is for Allocation Entry.
Client This email configuration allows you to select how often an email notification should be sent and what groups should receive the email. See email notifications area of Import Request for additional information.
Currency Exchange This format is for general.
Currency Revaluation This format is for general.
Deposit Automated format.
Employee This format is for Employee, Cost Rates, Companies and Organizations, and Utilization.
Expense Adjustment This format is for general.
General Ledger Entry This format is for General Ledger Entries.
Expense Report This format is for Expense Report.
Expense Report Category This format includes information from the General tab.
Journal Entry This format is for Journal Entry.
Journal Entry 2 This format is for Journal Entry 2.
Labor Adjustment This format is for general.
Labor Bill Rate Schedule Automated format.
Project

This format is for general and email configurations. The following project level properties are not updated during import and are treated as purely informational:

  • Company
  • Organization
  • Budget Method
  • Organization Variance Responsibility
  • Budget Category Variance Responsibility
  • Variance Level
  • Authorization Basis
  • Use Revenue Provisions
Purchase Item This format is for general.
Purchase Requisition This format is for Purchase Requisition.
Statistical Ledger Entry This format is for Statistical Ledger Entries.
Unit Adjustment This format is for general.
Unit Bill Rate Schedule Automated format.
Unit Entry Automated format.
User Automated format.
User Authorization Automated format.
User Group Automated format.
Voucher This format is for voucher.