The Actual Costs Import dialog allows you to import Actual Costs from a CSV file. The following table describes the Actual Costs Import dialog fields:
|
FOLIO Field |
Import Notes |
|---|---|
|
Category |
Defines the category of the expense.
|
|
Type |
Defines the type of an expense |
|
Name |
The name of the expense |
|
Description |
You can specify a description for the expense |
|
Reporter |
You can specify a reporter for the expense. |
|
Start date |
You must specify the date on which the expense occurred or if recurring the starting date. |
|
End date |
You can specify the date on which the expense stops. |
|
Amount |
The amount of the expense |
|
Amortized |
You can specify if the expense is amortized or not.
|
|
Frequency |
You can specify the frequency of the recurring expense.
|
|
Repeat every |
You can specify a "repeat frequency" for the recurring expenses e.g. Repeat every 2 weeks |
|
Occurrences |
You can specify a maximum number of occurrences for the recurring expenses. |
|
Repeat on |
You can specify which days of the week the recurring expense occurred
|
|
Repeat by |
You can specify when the monthly recurring expenses occurred - Available only if the frequency is MONTHLY
|
|
Custom fields |
Define the value for a specific custom field |
|
Account |
Define the associated Tempo Account associated to this expense/position.
|
|
Labels |
Define the list of JIRA Issues Labels associated to this expense/position
|
You must have the edit rights on the folio to be able to import data.
Costs from resources cannot be imported via the costs screen. The costs from resources are driven by the team screen.
Each row of the csv file will systematically result in a new expense.