Export, Import & Maintenance
Use the Export, Import & Maintenance module to export and import data and do a mass update of information. It contains the Databoard Export, Bank Reconciliation (manual), Data Export, Job Dimension Update, Time Entry Price Update, Personal Expense Credit Card, Google Adwords Import, Bing Import, and MediaForce Import submodules.
- Related Topics:
- Databoard Export
Use Databoard Export under Finance & Administration to view a list of available databoards. It enables you to export databoards that can be used to share or present data to stakeholders and project managers. - Bank Reconciliation (Manual)
Use Bank Reconciliation (Manual) under Finance & Administration to view bank accounts, manually-added statements, and a list of unreconciled transactions. It enables you to specify a date to indicate that all financial postings up to that date have already been settled. The amount that you enter is the balance of that holding account as of the specified date. - Data Export
Use Data Export under Finance & Administration to view a list of available data types. It enables you to export data into different file formats that can be used to share or present specific information to stakeholders and project managers. - Job Dimension Update
Use Job Dimension Update under Finance & Administration to view the list of jobs in your system. It lets you make changes to enabled job dimensions. You can enable the job dimensions that you want to display in . - Time Entry Price Update
Use Time Entry Price Update under Finance & Administration to determine where any cost and sales price time entry updates will be implemented. This is done when updates to an employee's cost or sales rates are made either in Resources or in . - Personal Expense Credit Card Import
Use Personal Expense Credit Card Import under Finance & Administration to view the list of credit card transaction files that were already imported to WorkBook. It enables you to import corporate credit card transactions so that you can map the expenses to the jobs that they were incurred for. - Google Adwords Import
Use Google Adwords Import under Finance & Administration to import, approve, and ignore Google invoices. - Bing Import
Use Bing Import submodule under Finance & Administration to import, approve, and ignore Bing invoices. - GaleForceMedia Import
Use GaleForceMedia Import under Finance & Administration to help you integrate your media planning and buying activities with your project management workflow. It enables you to capture all media costs, commissions, and creditor invoices with its associated WorkBook job.
Parent Topic: Finance & Administration