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 Disbursement Date and Quantity |
| Date Format | Always use a 4-digit date and either "-" or "/" as delimiters. So for DMY you could specify 23-02-2015 or 23/02/2015 |
| List Position | If you have more than one Import Specification then this will govern the order they will display on lists when selecting them |
| Total Header Rows | How many rows before the data rows |
| Total Footer Rows | How many rows after the data rows |
| [[Action Alias]] ID | Action ID (note that depending on your alias settings this may display as Matter ID or Project ID, etc). This will be the action the disbursement will be posted to |
| External Reference | Optional unique identifier for each row set by the source (e.g. the reference ID from the photocopier) |
| Disbursement Date | Date the disbursement was created (see Date Format above) |
| Associated User ID | The Actionstep user doing the import |