Time+Billing
Disbursements Importing from
an ASCII file
Importing disbursements from an ASCII file
Time+Billing gives you the ability to import disbursements from an ASCII file. This is useful
if you want to import charges from BankLink.
Check list
When importing charges into Time+Billing from BankLink, you need to check the following:
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Make sure that the clients exist in the Time+Billing database of clients.
Make sure that the Activity Code exists by checking View and Activity Codes.
Make sure that the Cost Code exists by checking View and Cost Codes.
Importing the ASCII file
1. From the Tools menu, point to Import ASCII and click Import Disbursements.
2. In the Import ASCII Data window, give your import a Mapping name, and select
Comma from the drop down list for the Separator.
3. Map the fields as follows:
4. Click File, and locate the BankLink CSV format file. Then click Open.
5. Click Run, and follow the prompts.
Notes:
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If you have previously set up the BankLink mapping scheme, you can choose it by
clicking Load in the Import ASCII Data window.
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Ensure the file that you are importing is a comma delimited file (CSV).
To find out more visit www.sage.com/au/support-services/software-support/handisoft-support
or contact our support team on (08) 9245 0666 or email [email protected]
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