Purchase Invoice import format

Column

Column Title

Description

ProjectMinder Data Entry Field

Data Type

Format

Mandatory

Validation

Examples

A

Invoice Number

The supplier’s invoice number

Expenses -> Purchase Invoice Entry -> Invoice Number

Text

Any combination of numbers, characters and punctuation

Yes

Max length 50

Cannot use purchase invoice number previously entered

CS004

B

Supplier

The supplier who sent the invoice

Expenses -> Purchase Invoice Entry -> Supplier

Text

Any combination of numbers, characters and punctuation

Yes

Must exist in your system

No duplicate

In system

Pronta Print

C

Invoice Date

The date on the invoice

Expenses -> Purchase Invoice Entry -> Invoice Date

Date

DD/MM/YYYY OR

DD-MM-YYYY OR

DD.MM.YYYY

OR

DD MM YYYY

OR

DD/MM/YY OR

DD-MM-YY OR

DD.MM.YY OR

DD MM YY

Yes

Must be between 1/1/1900 and 1/1/2079

1/3/2007 OR

1-3-2007 OR

1.3.2007 OR

1 3 2007 OR

01/03/2007 OR

01-03-2007 OR

01.03.2007 OR

01 03 2007

D

Project Code

The project code to which this item on the invoice applies

Expenses -> Purchase Invoice Entry -> Project

Text

Any combination of numbers, characters and punctuation

Yes

This Project Code must be present within your ProjectMinder system.

Cannot have been used more than once in (even if deleted)

T002

E

Task Name

The task (work stage) to which this item on the invoice applies

Expenses -> Purchase Invoice Entry -> Task

Text

Any combination of numbers, characters and punctuation

No

The task must be present within your system.

Cannot have been used more than once in for this Project Code (even if deleted), including sub tasks

Stage A – Feasibility

F

Expense Type

The category of invoice item

Expenses -> Purchase Invoice Entry -> Expense Type

Text

Any combination of numbers, characters and punctuation

Yes

Must exist in your system.

Cannot have been used more than once in  (even if deleted)

Printing

G

Unit Cost (Gross)

The gross cost per item

Expenses -> Purchase Invoice Entry -> Net Unit Cost + Tax Rate %

Number

amount.decimal

Yes

*

27.50

H

Quantity

The number of items

Expenses -> Purchase Invoice Entry -> Quantity

Number

amount.decimal

Yes

*

40

I

Tax Rate

The tax rate applicable to the item

Expenses -> Purchase Invoice Entry -> VAT %

Number

amount.decimal

Yes

Must be between 0 and 100

17.5

j

Notes

A description of the item

Expenses -> Purchase Invoice Entry -> Notes

Text

Any combination of numbers, characters and punctuation

No

Max length: 8000 characters

A1 Printing and binding