The first record of CSV files must contain Column (field) Names. CSV Column Names are not case-sensitive and may be arranged in any order, but the accompanying detail must be in the same order as the column names. Each item is separated by a comma.
Sequence |
Field |
Description |
Rules |
|---|---|---|---|
|
1 |
UserID |
User ID of person entering item as defined in Juris |
Optional |
|
2 |
Date |
Date of expense activity |
REQUIRED: mm/dd/yy OR mm/dd/yyyy OR yyyymmdd |
|
3 |
Client |
Client Code as defined in Juris |
REQUIRED: MAX 12 Characters or as defined in Juris > Firm Options |
|
4 |
Matter |
Matter code as defined in Juris |
REQUIRED: MAX 12 Characters or as defined in Juris > Firm Options |
|
5 |
ExpCd |
Expense code as defined in Juris |
REQUIRED: MAX 4 Characters. |
|
6 |
Units |
##0.00 |
Number of Units |
|
7 |
Mult |
##0.00 |
Optional – Default will be Expense Schedule multiplier. |
|
8 |
Amount |
##0.00 |
Optional – Will default to Units x Mult |
|
9 |
Summarize |
##0.00 |
Optional – Default will be Expense Schedule Summarize option. |
|
10 |
AuthBy |
Timekeeper ID |
Optional unless Firm Options requires Incurred By. |
|
11 |
Phase |
##0 |
Optional unless matter set to require phase number |
|
12 |
Code1 |
Optional Code 1 – may be any value |
Optional – Max 6 Characters |
|
13 |
Code2 |
Optional Code 2 – may be any value |
Optional – Max 6 Characters |
|
14 |
Code3 |
Optional Code 3 – may be any value |
Optional – Max 6 Characters |
|
15 |
Note |
Note |
Optional – Max 60 Characters The note field must be enabled in Expense Entry Preferences before it can be used in import. |
|
16 |
Narrative |
Expense entry narrative description |
REQUIRED: Max 7500 characters |
CSV Format Output Examples:
Date, Client,Matter,ExpCd,Units,Narrative
01/01/99,0100,00001,del,50.00,Delivery Expenses.
01/01/99,0100,00001,copy,1.00,Copying Expenses.