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Importing Job Templates

Importing Job Templates

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Importing Job Templates

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Open data in spreadsheet, arrange data columns into the following column order and save as CSV Type.

Notes: See General / Importing Data and Working with Excel for more information.

 

Column

Field

Description

A

Job Code

The code for the Job Template record. If found in Job Templates will link to Job

B

Description

The summary description of a job that is normally printed on the final Invoice

C

Details

The main details of a Job that is normally printed on the final

D

Hours

Estimated Hours the Job would normally take

E

Labour

If Hourly (the following field) is 1 or True then this is the Hourly Rate, any other value it is the Total Fixed Price of the Job

F

Hourly

1=Hourly Rate, 0=Fixed Price Job

G

Tax ID

1=Taxable, 0=Zero Rated Tax

H

Notes

The details of a Job you do not want printed on the final Invoice

 

To Import

To Import Job Templates select Settings, System. Next to the Import Data button select what to Import from the drop-down and click the Import Data button. Then confirm the File to Import