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By using the TimeTrack Import feature, field personnel can send data to the office via e-mail and have that information automatically entered into the system. Labor, expense, travel, and fixed asset transaction data can be imported.

You can generate the Account Index List. The report provides a list of general ledger accounts and an index number. This makes it possible to look up lookup an index number and use it in the import file to link an unbilled or FA-GL transaction to the general ledger account to be charged.

If Open Database Connectivity (ODBC) is used to import data directly to the WSWHSE table, a text note can be entered for a transaction. Two fields, Warehouse Note String and Warehouse Note String2 are used to enter a note. Each field holds a maximum of 255 characters.

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Perform the following setup procedures before importing a timesheet file.

Step 1: Select TimeTrack Options

  1. Select Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options.
  2. Select the following options:
    • Under Third Party, mark the Integrate to Fixed Asset Management checkbox if you want to import fixed asset transactions.
    • Under Create a GL Journal Entry For, mark the Unbilled Transactions checkbox if you want to create a journal entry for unbilled transactions.
    • Under Miscellaneous Items, mark the Create Expense/Travel Transactions checkbox. Fields for importing expense and travel data will be available in TimeTrack.

Step 2: Create a Batch File in Microsoft Dynamics GP

Select Transactions > Payroll > Batches. If a batch is not created, TimeTrack creates a single-use batch file. In the batch comment area the message, Created from TimeTrack import, is displayed.

Step 3: Select Payroll Options in Microsoft Dynamics GP

  1. Select Setup > Payroll > Payroll > Options.
  2. Under the Options section, mark the Edit Financial Fields checkbox and the Display Pay Rate on Trx checkbox. When these options are marked, a pay rate amount can be imported. If the options are not marked, the value for the pay code is used as the default value.

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