Import Structure
To view and modify import formats, you need to follow the path System Admin -> Data -> Data Import -> Import Loader Format. Use the I_TimeExpense table, with the Format: "Tab Separated"
In the Format Field tab you need to define the columns corresponding with the import file structure.
Import File
File format must be txt. The import file structure needs to correspond with the structure defined at step 1.
Temporary Import (ImportFileLoader)
System Admin -> Data ->Import Data -> Import File Loader
Select the file to be imported as described in step 2 and press the Process button.
Actual Import from Temporary Table
System Admin -> Data -> Import Data -> Import Expense Report;
for every record inserted run the Import Expense Report process (button), with the following parameters:
Organization - select the organization for which the expenses will be generated;
Document Action - indicate whether the import process should finalize the imported documents. If not specified, the expenses will be generated with the "In Progress" state (can be be later edited and manually completed);
Import options:
Only Validate Data - the imported data is only validated and not imported. An detailed error message will be displayed if the data is not correct. Otherwise an OK message will be displayed.
Import only in no errors - import is only done for perfectly correct expenses. The others will not be imported.
Delete old imported records - deletes the records with the Imported checkbox selected from the temporary table;
The imported data will be available in the Expense Report and Expense Report Services windows.
Starting v15.03 the import process is complete, and contains fields for both expense report types.