Extra Duty Events Invoice Export

  • Requires Extra Duty Events License
  • Work code property Include in Invoice must be checked to export only these work codes in the task.
  • Ready for Invoice must be checked on the Event Detail panel.
  • User must have System authority access the Task Manager in the System area.

Although the event is flagged as Invoiced, the application does not prevent modifications to an event once the invoice has been exported. To export Extra Duty Event deployment data to support invoicing use the Extra Duty Events Invoice Export task in the Task Manager:

  1. Click Add.
  2. In Name, label your task. Use the description area to enter additional information if needed.
  3. Leave the remaining and default settings as is.
  4. Click the Task tab to create a task.
  5. Name the task.
  6. Select Extra Duty Events Invoice Export in the Task Type menu.
  7. In From and Through use a Dynamic Date (case sensitive) to target a date range and return records within the given date range. For example, to target the past 14 days, in From type: TODAY-14DAYS and in Through type: TODAY
  8. Select the Institution.
  9. Select the Employing Company Name.
  10. Select Invoice Work Codes Only to only the work codes with the property Include in Invoice checked. Clear to include all work codes.
  11. Choose a format for your file output. Options are: XML or CSV.
  12. Configure the remaining fields within the parameters table as desired.
  13. Click Save.
  14. Optional -click the Schedules tab to create a schedule. See Task Manager Schedule Example topic for additional information.
  15. Click Return to List, select the task, then click Run Now. Export file appears in the applications installation directory under Exports.1

Field output depends on whether values exist for the corresponding field. Available fields for export:

EmployeeName DetailCode JobDuration UnitName EventName
EmployeeExternalID StaffingNote JobEnd UnitOverrideName EmployingCompanyName
BadgeID WorkCodeAbrv JobStart EventEnd EventExternalId
PayrollID WorkCodeName JobSpecialty EventStart EventId
EmployeeID RosterCalendarDate JobDetails EventLocation StaffingNoIn
AccountCode ShiftAbrv JobAbrv EventDesc  
PayrollCode ShiftName JobOverrideName EventAbrv  
Parent topic: Extra Duty Events
1 Default location C:\Program Files\ <Application Name> \integration