Header
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Description
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Req.
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Notes
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Project
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The project that this expense record should contain.
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Y (Unless a default value is assigned in the Custom Tool Settings)
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The header name will match whatever this field is renamed to in your Journyx
installation. The value in the field for any record must exactly match a project name
that is in your Journyx installation and that the user has access to (via groups).
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Unit
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The unit field that this custom record should contain (amount).
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Y (Unless a default value is assigned in the Custom Tool Settings)
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The header name will match whatever this field is renamed to in your Journyx
installation. The value in the field for any record must exactly match a unit name that
is in your Journyx installation and that the user has access to (via groups). If the
project (first column) has dependencies assigned, then the unit must be in the project's
dependency list.
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Item
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The item field that this custom record should contain.
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Y (Unless a default value is assigned in the Custom Tool Settings)
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The header name will match whatever this field is renamed to in your Journyx
installation. The value in the field for any record must exactly match a item name that
is in your Journyx installation and that the user has access to (via groups). If the
project (first column) has dependencies assigned, then the item must be in the project's
dependency list.
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Location
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The location that this custom record should contain.
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Y (Unless a default value is assigned in the Custom Tool Settings)
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The header name will match whatever this field is renamed to in your Journyx
installation. The value in the field for any record must exactly match a custom location
name that is in your Journyx installation and that the user has access to (via groups).
If the project (first column) has dependencies assigned, then the location code must be
in the project's dependency list.
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Comment
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The free-form notes that will appear in the text field of the custom record.
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N
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The header name will match whatever this field is renamed to in your Journyx
installation. This field is limited to a maximum of 252 total characters, and special
characters like & count as multiple characters.
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User
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The user that this custom record will be assigned to.
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Y
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The value in this field must exactly match the Journyx login ID of the person to whom
the custom record will be assigned.
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Date
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The date of the custom record.
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Y
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The date must be in YYYYMMDD format.
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Amount
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The amount of the custom record.
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Y
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The amount must be formatted in decimal format. The maximum number of decimal places is
2.
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Committed (or Commit)
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Whether the record should be imported as committed (use 'y' or 'n').
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N
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Set to 'y', 'yes', or 1 to mark this record as committed. Case does not matter.
If this column is not present, the record will default to being imported
with the committed flag set to Yes. A committed record cannot be further
modified by the end user. If you wish the user to modify this record after
the import but before submitting the sheet for approval, then set this field
to 'n' to turn off the commit flag.
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