About Importing Data

Importing Direct and Overhead Expenses

Expenses (direct and overhead) are imported and allocated in the Profit module from two sources:

• SSIS General Ledger (GL) Import: Expenses (overhead and direct)
• Payroll (Excel) Import: Compensation data (detailed breakdown of salary per person) can be treated as either direct expense (attorney) or overhead (secretary)

Additional Imports

The FTE adjustment import may be used for point-based allocations that were set up in the system but may need to be adjusted. For example, a Firm Managing Partner divides his/her work between official role and managing the office. A percentage adjustment of the partner's points allows the partner's salary and overhead to be distributed to the rest of the timekeepers in the firm as overhead expenses. The expense allocation for the managing partner is lower, while the expense allocation for the rest of the timekeepers is higher. Refer to FTE Adjustment Import.