You may need to upload a Purchase Order number, Payroll reference or Freehand reference against existing timesheets and/or expenses for reporting purposes.

To do this in bulk via a CSV file import go to Import/Export > Upload Timesheet Data.

Select which data type you would like to import; Freehand Ref, Payroll Ref, Purchase Order Number.

From the Type dropdown select if the upload applies to Timesheets (only), Expenses (only) or Timesheets & Expenses. Please note: Freehand Ref cannot be uploaded against expenses.

Click the Upload button to browse, select and upload the CSV data file. The CSV file should only contain two columns; the timesheet/expense reference and the data to add against it.

When uploading data for timesheets and expenses within the same file you must prefix the item IDs with TS for timesheets or EI expenses. When uploading for Timesheets only or Expenses only you do not need to use the prefix.

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