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:
- Create a "Disbursement Import Specification" to map the fields in the CSV file to the associated Actionstep fields
- 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).
Fields
| Field | Description |
|---|---|
| Specification Name | Something to identify the spec in a list e.g. "Xerox 2105" |
| Use Template | If you select an existing disbursement template the imported will use those values as defaults and save you having to include these in the import file. If you specify a template then the only mandatory fields in the file are Action ID (Matter ID), Disbursement Date, Quantity, Unit, and Associated User ID |