Work Code Import video: 

Here is an example of how to set up the columns for the Work Code Import using our Sample Excel document.
  1. Work ID column should be just the record number (1,2,3, 4, 5, etc.)
  2. Work Type column - Identify if it is a: 
  • TYPE 
  • WORK CODE 
  • SUBTYPE
3. Parent Column - Orders in which you want to organize the work code items. 
Types will not have a Parent (leave them blank). 
Subtypes will need to have the 'WORK ID' column number of the Type.
 Work Codes will need the 'WORK ID' column number of the SubType. 
4. Type column - Identify if it is a: 
  • CHARGEABLE
  • EXPENSE
  • NONCHARGEABLE
5. Rate Level
6. Work Code ID/Code
7. Name - Work Code Name
8. Tax1 - Identify if it is: 
  • TRUE
  • FALSE
9. Tax 2 - Identify if it is: 
  • TRUE
  • FALSE
10. Tax 3 - Identify if it is: 
  • TRUE
  • FALSE