If you need to capture costs from devices like photocopy machines of phone systems you can import the data from CSV files.

The process is fairly straight forward:

1. Create a "Disbursement Import Specification" to map the fields in the CSV file to the associated Actionstep fields
2. Import CSV files and select the appropriate import specification

Creating Import Specifications

Go to Admin > Timekeeping > Disbursement Import Specs and create a new specification (see screenshot).

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Fields

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Importing Files

Goto Actions > Billing > Disbursements Import

Select a file, select an import specification, and enter any default values and then click "Save".

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