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