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COLUMN HEADER

FIELD DESCRIPTION

FORMAT

REQUIRED

JobNum

Job number the time entry applies to

Number

Yes

EmpNum

ID of the person the time entry belongs to. Use the same number used in the employee import

This can be found as the RefKey in employee settings if you no longer have the import file.

WorkBook Resource ID (WB Employee ID) can also be used in case the employee is created manually in WorkBook.

Example: if the WB employee ID = 578, then the value in this column will be WB#578.

Image Added

Number & Letters

Yes

AId

Employee activity ID: Value must reference an activity ID that already exists in WorkBook.

Activities are created and managed via the settings module> price lists & activities > activities

Number

Yes

RegDate

Date the time entry should be registered to

Date
E.g. your local date format xx/xx/yy

Yes

HrsQty

Number of hours for time entry

Number

Yes

HrsCost

Hourly cost to the agency for this time entry

Number

Yes

HrsSale

Hourly sales/charge out rate for this time entry

Number

Yes

SupplementalDescr

A field to include the time entry description

Text

Postdate

Date the time entry should be posted

Date
E.g. your local date format xx/xx/yy

Yes

Journalno

Post number. Imported time entries are usually not used in finance. To make them invisible to finance just put a ‘-1’ in this column.

Note

If you leave it blank, then WorkBook will assume that it was your intention and the time entries will be visible to finance

Number

Yes

RefRecId

Leave this field blank

Leave blank

No

IsBillable

Is the time entry billable?

Number

0 = No

1 = Yes

Yes

TaskRefKey

To assign the time entry to a specific task, use the tasks' reference key. This can be found on the individual task

Number

No

WBTaskId

To assign the time entry to a specific task, use the tasks' ID number. Go to task settings to find the ID

Number

No

Editable

Allow the time entry to be editable after the import

this only takes effect if it’s not imported with Journal -1

Number

0 = Not Editable

1 = Editable

Yes

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