Financial Manager Can Import
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 āImportā¦ā option.Ā 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.Ā For the other record types, import can only be used to update financial information.