Import time registrations

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Import time registrations

This import function is only available in the Trust version of Mill7 and can be started only in the main bookkeeping or in a service company. Time cannot be imported in previous bookyears.

 

The user that executed the import has to be granted the right to import time registration. When the user imports time for other users as well then the user must be able to write time for these users.

 
When the imported time is within a time period that has already been approved by users or supervisor, the approval dates must be manually reset to before the oldest date to be imported.
After importing, the approval dates have to be manually corrected again.

 

It is not possible to change existing time lines. For this purpose there are several functions in the Supervisor menu.

 

The following fields can be allocated.

 

1. Date *

2. User *

3. Debtor *

4. Activity *

5. Invoice status

6. Case

7. Time

8. Time rate

9. Time description **

10. Extra description

 

*Required
**Required under condition

 

Only lines with status OK are processed.

 

For accepting a line from the import file, the same rules apply as when time is written manually. These rules rely on settings for users, debtors, activities, rates, rights, etc.

Checks for exceeding case limits (time or amount) and for chronological time writing are not performed.

 

See also the help topic Time.

 

1. Date

The date has to be filled in and must be valid.

 

2. User

The user must be licensed for time writing and may not be resigned on the date that is mentioned in the import line.

 

3. Debtor

The debtor must exist.

Blocked debtors for time writing are not allowed.

 

4. Activity

The activity must exist.

Blocked activities are not allowed.

 

5. Invoice status

The invoice status can be "N", "J", "L" or "F".
When this field is presented empty, Mill7 will determine the status by applying the settings for the debtor, the activity and the case.

When this field is filled, the user that imports the file must be granted the right to change the value of the invoice status.

 

6. Case

The case, when filled, must exist for the debtor.

Blocked cases are not allowed.

The maximum for the case, if set, can be exceeded via importing time.
It is possible to import the case even when the for Use column case in Maintenance > Settings > Time is not activated.

 

7. Time

 

8. Time rate

When not presented in the import file, the rate amount will be determined automatically in Mill7 by applying the settings for the user, the debtor and the case.

When the field is filled, a value or 0 (nil) is possible too, the user that imports the file has to be granted the right to change the rate.

When the Mill7 field time rate not is connected to a column in the import file, the time line will be created with a time rate zero.

 

9. Time description

The time description is required when the setting Maintenance > Settings > Time > Time description mandatory is activated.

 

10. Extra description

The extra description will always be imported when presented in the import file, even when the setting for Extra column description in list in Maintenance > Settings > Time is not activated.