Can you please create a file under the "Help" tab that only has Excel Import Templates & instructions/examples for anything that can be imported? Especially looking for a template to use when entering several lines for weekly Payroll a and a template for entering Direct Job Costs with multiple cost codes and job numbers. Would like to do one big import for each and not have to manually enter everything. These templates, if they even exist, are very difficult to find and sometimes harder to understand what goes where in the templates. Just looking for time saving ideas.
by: Linda R. | 11 months ago | 2 Project Management
Comments
This would be very useful, many times I have tried to create an import file using the information provided and the import fails because the instructions provided are not clear enough.