Actual Revenues Import

Category

Defines the category of the revenue.
Possible values are

• OPERATING - to define an operating revenue

• CONSULTING - to define a Consulting revenue

• NON_OPERATING - to define a non-operating revenue

Default value if none specified : OPEX

Type

Defines the type of a revenue or the title of a consulting revenue

Default value if none specified : *With no type

Name

The name of the revenue

Mandatory - must be specified int the case of revenue

Description

You can specify a description for the revenue/consulting revenue

 Optional

Reporter

You can specify a reporter for the revenue/consulting revenue

Default value if none specified : The importer

Start date

 You must specify the date on which the revenue occurred or if recurring or a consulting revenue the starting date.

Mandatory - must be specified

End date

 You can specify the date on which the revenue/consulting revenue ends.

Mandatory - must be specified in the case of a consulting revenue

Custom fields

Define the value for a specific custom field

 Optional

Account

Define the associated Tempo Account  associated to this expense/position.
The value is the Account key

Optional

Labels

Define the list of JIRA Issues Labels associate to this expense/position
If you need more than one label for an expense list them with a space as delimiter (ex:"lbl_1 lbl_2 lbl_3 lbl_4")

 Optional

Amount

The amount of the revenue

Mandatory - must be specified if row is a revenue

Amortized

You can specify if the revenue is amortized or not.
Possible values are

• TRUE - if amortized

• FALSE - if not amortized

Default value if none specified : FALSE

Frequency

You can specify the frequency of the recurring revenue.
Possible values are

• ONCE

• WEEKLY

• MONTHLY

• YEARLY

Default value if none specified : ONCE

Repeat every

You can specify a "repeat frequency" for the recurring revenues

e.g. Repeat every 2 weeks

Default value if none specified : 1

Occurrences

You can specify a maximum number of occurrences for the recurring revenues.

Optional

Repeat on

You can specify which days of the week the recurring revenue occurred
Possible values are

• SU - for Sunday

• MO - for Monday

• TU - for Tuesday

• WE - for Wednesday
  
  

• TH - for Thursday
  
  

• FR - for Friday
  
  

• SA - for Saturday
  
  

Is mandatory if the frequency is set to WEEKLY

Repeat by

You can specify when the monthly recurring revenue occurred - Available only if the frequency is MONTHLY
Possible values are

• DAY OF MONTH - for the recurrence to be based on the day of the month
  e.g. Monthly on day 31

• DAY OF WEEK - for the recurrence to be based on the week day
  e.g. Monthly on the first Tuesday

Default value if none specified : DAY OF MONTH

Wage

You can specify a wage for the consulting revenue (hourly rate).

Optional if the consulting revenue already exists in folio else must be defined.

Availability

You can specify the billable ratio (%) - Portion of the worked hours that are billable.

Default value if none specified : 100%

Worked Hours

You can specify the hours worked in the period defined by the start date and end date

Default value if none specified : Computed based on Availability table