Export fields
The following fields will be exported when the Export Type CSV (Comma Separated Values) is selected while Exporting billing data using the Export Wizard.
Fields in Export Order |
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InvoiceID
External Invoice Number Organization ID Organization Number Account Manager Billing Code Name Department Billing Code External Number Date Organization Name Task or Ticket Number Task or Ticket Title Reported By Ticket Contact Project Name Project Lead Project Owner Resource Name Role Name Type General Ledger Account Description Contract General Ledger Account Name Invoice Note Task or Ticket Summary Hourly Billing Rate Billable Hours Extended Price Approved Date Posted Date Internal Purchase Order Number Quantity Our Cost Expense Type Device Name Subscription Name Subscription Description Subscription Effective Date Subscription Expiration Date Milestone Name Milestone Description Milestone Amount Parent Organization Name Billing Code Non-Billable External Project Number Worked Hours Non-Billable Hours Billed Hours Billed Amount External Contract Number Item Name Service Name Service Units Service Unit Price Service Extended Price Service Period Start Date Service Period End Date Setup Fee Address 1 Address 2 City State Zip Code Country Ticket UDF (When you export posted billing transactions, the export file can contain one Ticket User-Defined Field (UDF). This field is determined when the Ticket UDF is set up. In order to be exported, the field description needs to contain the string #export#. For more information on Ticket UDFs, refer to Managing user-defined fields.) Approved By Territory Task or Ticket Start Time Task or Ticket End Time Resource Payroll Identifier Posted Date Department Number Task or TBilling Organization: That is, the name of the organization that the item is being billed to: the Billing Organization or parent organization if either is specified, or when no Bill To or parent organization is specified, the organization the item was created for (End Client organization). Billing Address 1 Billing Address 2 Billing City Billing State Billing Zip Code Billing Country Charge Description Block ID: A value in this column indicates that the labor line item is covered by a block, retainer, or per ticket contract purchase and it is pre-paid labor. No value in this column indicates that the labor line item is not pre-paid. Unit Price Invoice Date Project Phase Purchase Order Number Payment Due Date Taxable Expense Description Tax Category Tax Rate Total Tax Item ID Contract Period Type Service Period Type Service/Bundle Invoice Description *Internal Currency Hourly Billing Rate *Internal Currency Extended Price *Internal Currency Billed Amount *Internal Currency Total Tax Account Manager (when Posted) Line of Business Contract UDFs (In the exported list, all contract UDFs for the selected Organization appear to the right of the fields listed above. Refer to Contract User-Defined Fields.) |
* If multi-currency is enabled for your Autotask instance