Overview
Navigate to Settings > Import Tool to record paid bills and invoice amounts against existing jobs in JACK. This tool supports two data sets, Client Invoices to Job and Cost Categories and Paid Cost to Date, and is especially useful when migrating pre-existing financial records. Importing your data eliminates the need for manual entry and ensures job budgets reflect accurate, up-to-date figures.
CSV Template
Navigate to Settings > Import Tool and download the available CSV template for your chosen data set. Open the template and enter the total value as a single line item do not split values across multiple rows. Save the file before uploading. Once imported, the amount will appear as one line item in the job budget.
Import Process
Navigate to Settings > Import Tool and select the data set you wish to import, either Client Invoices to Job or Cost Categories and Paid Cost to Date. Select the job you wish to record the data against and select Next Step. Select File to upload your completed CSV, then select Select Data to process the import. If any rows contain errors, JACK will highlight them so you can correct and re-upload your file.
Updating Imported Records
To update a previously imported amount, prepare a new CSV file with the revised total and re-import it against the same job. The new import will override the previously recorded amount in the job budget.
⚠️ The date you select when importing will impact your cashflow forecast.