Since the Financial Manager role is authorized to update the financial information of a number of record types, a person with this role can now also import the financial information of those record types.
This import functionality is available to a person with the Financial Manager role from the views of the following record types from the Records console:
- Projects
- Invoices
- Products
- Configuration Items
- Contracts
- People
To use this import functionality, the financial manager opens the Action menu from any of these views by clicking the icon with the cogwheel and then selects the ‘Import…’ option. A comma- or tab-separated file as specified for the record type in the Xurrent Developer Documentation containing the financial information can then be uploaded for import into Xurrent.
Note that a person with only the Financial Manager role can create only invoices using import. For the other record types, import can only be used to update financial information.
A Letter From Our CEO: What I've Learned, What I Believe, and Where We're Headed Together
When I joined Xurrent as CEO in February, I made a commitment to myself before I made any commitments publicly: I would listen before I led. I would get in front of customers, sit down with our partners, and spend real time with the incredible team that built this platform — before I said a word about where I thought we were going.
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