Exporting Data for TPI from Autotask
Joined: 01 October 2003
Posted: 07 February 2007 at 9:02am
This document was provided by an engineer at Autotask.
Exporting Transactions to Comma-delimited File or Excel
Customers have the option of exporting approved and posted transactions to Microsoft Excel (.xls) or comma-delimited (.csv) format. This universal format is compatible with most software applications.
Exports can be done independently of invoicing, because the invoice and export status of each transaction is tracked separately. A transaction that has been exported is still available for invoicing, and vice versa, but once invoiced (or exported), that item is no longer available, to avoid duplication.
To export transactions, click on CONTRACTS > Export Wizard. The export wizard will open.
The first screen allows you to apply filters to your export. The following filters can be applied:
Account Name - to select all accounts with billable transactions, leave the account field blank. To select transactions from one account only, click the account picker icon next to the field and select your account from the account picklist, or use smart type to enter an account name and only pick transactions from this account.
Date Fields - Date ranges on Worked, Invoice and Approve Date fields default to Today minus 30 days but can be edited.
Invoice Status - The export can be filtered by All Items, Invoiced Items, and Items not Invoiced. This feature allows you to export either in tandem with invoicing, or independently thereof.
The wizard will run the search and display all transactions that meet your filtering criteria. Right click anywhere on the grid and Check All transaction for export. The following fields will be exported:
External Invoice Number
Allocation Code External Number
Task or Ticket Title
GL Code Description
GL Code Name
Task or Ticket Summary
Hourly Billing Rate
Allocation Code Name
Installed Product Name
Subscription Effective Date
Subscription Expiration Date
Parent Account Name
Allocation Code Non-Billable
External Project Number
Employee Hourly Rate
Total Hours Billed
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