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  • Import Matrix: Service Rate Sheets

    Technical Documentation Sales Tax Rates Available Fields ActiveDescriptionRate 1Rate 2Rate 3Rate 4Rate 5Rate Sheet NameService Code Matrix   Field Name Key Field   Required Valid Values ...

  • Import Matrix: Services

    Technical Documentation System Setup: Services Available Fields ActiveBilling Item IDClass IDDepartmentDescriptionHourly CostHourly Rate 1Hourly Rate 2Hourly Rate 3Hourly Rate 4Hourly Rate 5Rate D...

  • Import Matrix: Sales Tax Rates

    Technical Documentation Sales Tax Rates Available Fields ActiveDescriptionPay To Vendor IDPiggy Back TaxSales Tax IDSales Tax NameTax AP GL Account NumberTax Payable GL Account NumberTax Rate Perc...

  • Import Matrix: Purchase Items

    Technical Documentation System Setup: Purchase Items Available Fields ActiveAlways use Unit Rate for Gross AmountBilling Item IDClass IDDepartmentExpense Account NumberItem IDItem NameMarkupQuanti...

  • Import Matrix: Project Types

    Technical Documentation Project Types Available Fields ActiveDescriptionNext Project NumberProject Number PrefixProject Type Matrix   Field Name Key Field   Required Valid Values Table ...

  • Import Matrix: Project Status Codes

    Technical Documentation   Field Name Key Field   Required Valid Values Table Validation   Table   Field Validation   Comments Allow Expense Entries     Yes No     ...

  • Import Matrix: Project Billing Codes

    Technical Documentation Project Billing Status Codes Available Fields ActiveDisplay OrderNameStatus ID Matrix   Field Name Key Field   Required Valid Values Table Validation   Table ...

  • Import: Projects

    Technical Documentation We recommend that if you are importing projects to then use the "Copy Tasks from Project Number" column in your import vs trying to import each unique task. This allows for ...

  • Import Matrix: Print Items

    Technical Documentation New Manual Insertion Order Available Fields ActiveBilling Item IDClass IDCommissionDepartmentExpense Account NumberItem IDItem NameSales Account NumberStandard DescriptionS...

  • Import Matrix: Payment Terms

    Technical Documentation Payment Terms Available Fields DaysPayment Term Matrix   Field Name Key Field   Required Valid Values Table Validation   Table   Field Validation   Commen...