Import your own costs

Step 2: Job settings

If you have a current system where all your costs/disbursements are stored, you can prepare a CSV file to import them in bulk. This will be quicker and more efficient than adding them individually.

Key Learning Points

  • Costs can be imported in bulk using a CSV file.

Tips & Tricks

  • Use the sample CSV file to create your import file, and do not edit or remove the column headings.
  • Review the list of default costs that have already been created in your Practice Manager account to ensure you do not import costs that already exist
  • Remove old and obsolete costs from your existing list, so that you can start with a fresh new list of tasks in Practice Manager.

What should I do now?

  • Download the sample file.
  • Edit the file and import into Practice Manager.
  • Check the imported costs.
  • Continue to the next tutorial: Edit job categories.

Useful Links