CE Data Import Tool

Entering complicated AP invoices take up a lot of your time?
Setting up multiple phase CE Jobs take you forever?

As a ComputerEase user how could you NOT benefit from the following features?

  • Creating multiple AP invoices with multiple distribution lines
  • Distributing  job cost details to multiple jobs, cost codes and GL accounts
  • Creating multiple jobs with Phases and Categories without copying existing jobs in CE
  • Overwriting existing jobs to update budgets, contract amounts, phases & categories
This new AP import feature relieves all the manual reentry of an AP invoice into CE.  Imagine the time you will save with the ability to take an existing spreadsheet and import it into CE.  The key features are:

  • Ability to import multiple AP invoices with multiple distribution lines
  • Ability to import job cost details to multiple jobs, cost codes and GL accounts

It’s simple to turn a spreadsheet into the CE Import Tool as shown below.  Once it has been reviewed, simply click a button and all of your invoices have been created and distributed accordingly in CE.

Your Invoice Register in CE shows all the imported AP invoices

View a sample of  of “Editing an Invoice” in CE showing multiple line distributions

This import Tool also allows import functionality on jobs as well.  The job import feature relieves all the manual entry of copying an existing job in CE and then applying the according phases and categories, contract, and budget amounts manually.

Key time saving features are:

  • Creates multiple jobs with Phases and Categories (No copying existing jobs in CE necessary)
  • Provides for re-importing over existing job to update budgets, contract amounts, phases & categories

 

At the click of a button the spreadsheet is now in the CE Import Tool as shown below.  Review it, say “yes” and all of your jobs are created and budgets setup automatically in CE.  It’s that easy!

Take a look at a job that has been created along with the corresponding phases and categories

For additional information, please give us a call at 888-523-2568 or email us at info@cssworks.com

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