Can the system expense (or asset entry) import automatically create for the same employee multiple monthly expense sheets that have the same date range?
Yes. When use Pacific Timesheet's expense (or asset entry) import template correctly, you can create two or more expense sheets with the same date range for the same employee.
Here is a use case for multiple expense sheets for the same employee:
- Employees submit two monthly expense reports: 1) a company credit card monthly expense report and 2) a personal credit card expense report
- When an employee's credit card data is imported into Pacific Timesheet, two separate monthly expense reports need to be automatically created with separate unique expense sheet IDs.
Sheet.Description must be included in import template
Here is a sample expense entry import template in the .csv format:
8/10/2017,Meal with Harry Jones,Expense,Meal,1.0000,25.00,bob.smith,8/1/2017,Bob Smith company credit card expense sheet for 8/1/2017
8/1/2017,Meal with Joe Johnson,Expense,Meal,1.0000,35.00,bob.smith,8/11/2017,Bob Smith personal credit card expense sheet for 8/1/2017
Note that the first expense entry is "Bob Smith company credit card expense sheet for 8/1/2017," and the second expense entry is "Bob Smith personal credit card expense sheet for 8/1/2017."
How it works
In one example, the automated import can create two or more expense sheets for one employee by using key identifiers:
- Sheet.Start Date and Sheet.Finish Date
In this case, where Sheet.Start Date and Sheet.Finish Date are the same, you can route them into separate expense sheets by providing two or more different values for Sheet.Description.
If you setup the import template correctly, and provide a unique description for each sheet, the system will:
- Automatically create unique expense sheets with unique expense sheet IDs, and
- Funnel each expense entry into the correct expense sheet.