Import from another program

[Spyderturbo007]

I currently use a different program for doing my billing, but since I haven't seen anything from that developer about an iPad application, I'm considering switching to the time master application.  I can export from my other application as a .csv file, but I'm assuming that I wouldn't be able to import into this application because of the many differences?

If not, is there a way to enter all my information in from the start of 2010?  It's a part time business, so there isn't a ton of data to enter.  Does Time Master allow for the "back dating" of jobs and invoicing?

Thanks for your time!

[Adam]

I currently use a different program for doing my billing, but since I haven't seen anything from that developer about an iPad application, I'm considering switching to the time master application.  I can export from my other application as a .csv file, but I'm assuming that I wouldn't be able to import into this application because of the many differences?

If not, is there a way to enter all my information in from the start of 2010?  It's a part time business, so there isn't a ton of data to enter.  Does Time Master allow for the "back dating" of jobs and invoicing?

Since you have an iPad, you would be able to import Clients, Projects, Tasks and Expenditure if your other program has some similar fields.  Note that pretty much the only "required" field is the "Name", but for Projects you would also need to have the Client Name.  Go to the "Importing data from a CSV file" link from the main page and download the Templates (it also has some simple instructions).  You should be able to change the data around in a spreadsheet program, such as Excel to import that data.

You will *not* be the able to import Time Entries or Expense items.  If you really needed those, you would have to re-enter them.  You could also create invoice from those items if you wanted.

If you have any other questions, just let us know!

[Spyderturbo007]

I'll check that out, thanks Adam.  Even if I have to re-enter all the information, there really isn't a lot yet, so it wouldn't be that hard.

I found the poll you started about syncing multiple devices and wanted to know if your company has decided to implement that feature?  Thanks again for taking the time to respond to my questions.

[Adam]

I found the poll you started about syncing multiple devices and wanted to know if your company has decided to implement that feature?  Thanks again for taking the time to respond to my questions.

It's too early to tell.  You have to realize that it will take considerable time to be able to write and test such functionality and we need to know if we would ever recover the expense of developing such a module.

[Spyderturbo007]

That's understandable.  I do have a couple additional questions, if you don't mind, after viewing your youtube videos before I make my purchase.

I would be re-entering all my data from my current program and saw your section for "auto invoice".  Currently my iPhone invoice numbers start at # 271 in the other program and I would like the transfer to reflect the same.  Everything prior to that is on paper in a filing cabinet somewhere.   

Anyway, would I set the invoice start number to 271, enter all the data and then run through the auto invoice to create all the old invoices?  Then everything would match what I currently have? 

I also looked at your sample invoices and don't see any option to enter payment, other than the "Deposit" section.  Most of my work is on-site and typically customers give me a check when I'm finished with the work.  Then I'll create the invoice and fire off an email showing that it has been paid.  Is there an option to do this?

Thanks for your time and sorry for the laundry list of questions. 

[Adam]

That's understandable.  I do have a couple additional questions, if you don't mind, after viewing your youtube videos before I make my purchase.

I would be re-entering all my data from my current program and saw your section for "auto invoice".  Currently my iPhone invoice numbers start at # 271 in the other program and I would like the transfer to reflect the same.  Everything prior to that is on paper in a filing cabinet somewhere.   

Anyway, would I set the invoice start number to 271, enter all the data and then run through the auto invoice to create all the old invoices?  Then everything would match what I currently have?

You can use the Auto invoice and select date ranges or clients to try and match up what you have.  Or you can Manually add the entries to an invoice.  You can set the starting invoice number to whatever you want.

I also looked at your sample invoices and don't see any option to enter payment, other than the "Deposit" section.  Most of my work is on-site and typically customers give me a check when I'm finished with the work.  Then I'll create the invoice and fire off an email showing that it has been paid.  Is there an option to do this?

No, we haven't developed any payment system yet.  We are undecided on how far we want to go with it.  It could be something simple, or something very complex.  It is something we do want to do eventually.  On the iPhone/iPod/iPad, you can mark the invoice as "Paid" to make it disappear from the list with the proper filters (show only Pending & Billed).

[Spyderturbo007]

Thanks Adam.  I'll have to see about the payment section.  I'm hesitant to send an invoice to a client showing a balance due when I have a check in my hand.  Perhaps there is a notes section I can use showing check number and payment date.  I'll review your youtube video again and see.