Import employee miscellaneous expenses from Microsoft Excel

Prepare a Microsoft Excel file for import

1. Open a blank Microsoft Excel spreadsheet or download the sample file.
2. The first row specifies the column names and must be labeled as shown in the table below.

   Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.

   Make sure that the sheet is labeled as Sheet1.

3. Start entering data from the second row.
4. Save the file in Excel 97-2003 format (*.xls).
5. Close the file to enable Sage Construction Management to import the data.

Import the file

1. Go to the Time & Expenses module.
2. In the Timecard and Expense Stats section, select the three-dot menu icon in the Misc. Expenses.
3. Select Import Misc. Expenses From Excel.
4. Select Choose File and find the file to be imported on your local drive.

The data will be imported automatically.

Microsoft Excel import sample

• Misc. expenses sample file.

Miscellaneous expense transaction file fields

Column name / First row	Required (*)	Field type	Comments
ProjectNumber	*	Text	The project number must exist in the system before importing the file.
PrimeContractNumber	*	Text	The prime contract number must exist in the system before importing the file.
ChangeOrderNumber		Text	The CO number must exist in the system before importing the file.
ExpenseDate	*	Date	Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15)
ExpenseType		Text	Use the expense type options specified in Settings > Feature Settings > Time & Expenses > Misc. Expense Types. For example, Gas, Food, Lodging.
PaymentType	*	Text	Use the payment type options specified in Settings > Feature Settings > Time & Expenses > Misc. Expense PaymentTypes. For example, Credit Card, Cash, Check.
EmployeeName	*	Text	The employee's display name as specified in the employee's profile page.
PayeeType	*	Text	Must be set to one of the following values: Employee Payee Company
PayeeCompany		Text	If the PayeeType is set to Payee Company, then this field is required. The company referenced must already exist in the Contact Management module before importing the file. For example, American Express, Citibank Visa, Bank of America Mastercard.
ItemDescription	*	Text
ItemUnit		Text	Must be10 characters or less. For example, Ea, LS.
ItemQuantity	*	Number	Cannot be blank or zero.
ItemUnitPrice	*	Number
ItemResource	*	Text	Use one of the following values: M L E S O If this field is not specified, the default value is O for Other.
ItemCostCode	*	Text	The code must exist in the system before importing the file.
ItemTaxCode		Text	The code must exist in the system before importing the file. Otherwise, leave blank.
BillableStatus	*	Text	Use one of the following values: Billable Unbillable On Hold This field is applicable for Cost Plus contracts.