Equus Software Help Center

Equus Platform Imports/Exports & Templates

174 articles

Account Import

Account Import - Overview

Account Import and File Requirements

Account Import Requirements and Example

Exports

Accounting Integration Exports_{6 articles}

ADP Comp Accumulator Export_{2 articles}

ADP Payroll Instructions Export_{3 articles}

Assignment CW Template Import

Assignment CW Template Import - File Requirements

Assignment CW Template Import - Overview

Assignment CW Template Import - Running Import

Assignment CW Template Line Item Simple Import

Assignment CW Template Line Item Simple Import - Overview

Assignment CW Template Line Item Simple Import - File Requirements

Assignment CW Template Line Item Simple Import - Requirements

Assignment CW Template Line Item Simple Import - Sample Format

Running the Assignment CW Template Simple Import

Assignment Group Insurance Flexible Header Import

Running the Assignment Group Insurance Flexible Header Import

Assignment Group Insurance Flexible Header Import - Additional Details

Assignment Group Insurance Flexible Header Import - Supported Tables, Fields and Special Rules

Assignment Group Insurance Flexible Header Import - Import Errors and Sample file

Assignment Group Insurance Flexible Header Import - Overview

Assignment Group Insurance Flexible Header Import - Import File Requirements

Authorization Flexible CSV Import

Authorization Flexible CSV Import - Overview

General Import Info for Authorization Flexible CSV Imports

Authorization Flexible CSV Import - Technical Details

Supported Fields and Special Rules and an Example file

Canada Manual TA and WH Adjustments Import

Canada Manual TA and WH Adjustments - Overview & sample file

Canada Manual TA and WH Adjustments Import - Import File Requirements

Canada Manual TA and WH Adjustments Import - Undo Option

Car Lease Flexible Header Import

Car Lease Flexible Header Import - Overview

Car Lease Flexible Header - Import Requirements

Car Lease Flexible Header Import - Import File Requirements

Car Lease Flexible Header Import - Additional Details

City Import

City Import - Overview

Comp Accum Import by Wage Code Import

Comp Accum Import by Wage Code Import - Import File Requirements

Comp Accum Import by Wage Code Import - Import Edits

Comp Accumulator by Wage Code Sample File

Comp Accum Import by Wage Code Import - Overview

Running the Comp Accumulator Import by Wage Code Import

Comp Accum Import by Wage Code Import - Additional Details

Comp Calc/Cost Estimate Flexible CSV Import

General Comp Calc/Cost Estimate Flexible CSV Import Information

Comp Calc/Cost Estimate Flexible CSV Import - Additional Details

Comp Calc/Cost Estimate Flexible CSV Import Technical Details - High-Level File Structure

Comp Calc/Cost Estimate Flexible CSV Import Technical Details - Header Row Details

Comp Calc/Cost Estimate Flexible CSV Import Technical Details - Data Row Details

Comp Calc/Cost Estimate Flexible CSV Import - Overview

Comp Calc/Cost Estimate Flexible CSV Import Technical Details - File Format

Comp Calc/Cost Estimate Flexible CSV Import Technical Details - Supported Tables, Fields and Special Rules

Comp Calc/Cost Estimate Flexible CSV Import - Appendices

Compensation Accumulator Import and Compensation Accumulator Import by PaySource

Compensation Accumulator Import and Compensation Accumulator Import by PaySource

Compensation Accumulator Simple Format Import and Comp Accumulator Simple Format Import by PaySource

Compensation Accumulator Simple Format Import and Comp Accumulator Simple Format Import by PaySource - File Requirements and Sample Files

Cost Estimate Import

Cost Estimate Import - Overview

Running the Cost Estimate Import

Cost Estimate Import- Import Pre-requisites and Requirements

Cost Estimate Import - Additional Details and Sample file

ECA Imports

Importing ECA Spendable Data

Importing ECA Data

Importing ECA COL Data

Using ECA in the Comp Worksheet

Employee & Assignment Import

Employee & Assignment Import - Overview

Employee & Assignment Import - Running Import

Employee & Assignment Import - File Requirements

Employee Assignment Contact Import

Employee Assignment Contact Import - Import File Requirements

Employee Assignment Contact Import - Additional Details and Sample file

Employee Assignment Contact Import - Overview

Running the Employee Assignment Contact Import

Employee Assignment Flexible Header Import

Employee Assignment Flexible Header Import - General Import Info

Employee Assignment Flexible Header Import - File Format

Employee Assignment Flexible Header Import - Header Row Details

Employee Assignment Flexible Header Import - Data Row Details

Employee Assignment Flexible Header Import - Supported Fields and Special Rules

Employee Assignment Flexible Header Import - Sample Import Files

Employee Assignment Flexible Header Import - Overview

Employee Assignment Flexible Header Import - Additional Details

Employee Assignment Flexible Header Import - High-Level File Structure

Employee Assignment Flexible Header Field Column Definition

Employee Assignment Mailing Address Import

Employee Assignment Mailing Address Import - Running Import

Employee Assignment Mailing Address Import - Requirements

Employee Assignment Mailing Address Import - Overview

Exchange Rates

Exchange Rate Import

Hierarchical Lookup Maintenance Import

Hierarchical Lookup Maintenance Import - Specific Field Requirements

Hierarchical Lookup Maintenance Import - Overview

Hierarchical Lookup Maintenance Import - General Requirements

Hierarchical Fields Lookup Maintenance - Sample File

Home Country Storage Flexible Header Import

Home Country Storage Flexible Header Import - Overview

Import File Requirements

Home Country Storage Flexible Header Import - Supported Tables and Supported Fields and Special Rules

Home Country Storage Flexible Header Import - Import Errors and Sample file

Running the Home Country Storage Flexible Header Import

Home Country Storage Flexible Header Import - Additional Details

Manual TA and WH Adjustments Import

Manual TA and WH Adjustments Import - Overview & sample file

Manual TA and WH Adjustments Import - Import File Requirements

Manual TA and WH Adjustments Import - Undo Option

Move Management Household Goods Import

Move Management Household Goods Import - Import File Requirements

Move Management Household Goods Import - Header Import Requirements

Move Management Household Goods Import - Sample Import Files

Move Management Household Goods Import - Overview

Running the Move Management Household Goods Import

Multiple Move Voucher Flexible Header Import

Multiple Move Voucher Flexible Header Import Overview

Running the Multiple Move Voucher Flexible Header Import

Import File Requirements, Additional Details and Supported System Tables

Header Import Requirements - File Format and High-Level File Structure

Header Import Requirements - Header Row, Data Row Details and Sample Import File

Overview and Guidelines

Number of Days old to Automatically Delete Import/Export History Records

What is an import and when to import?

Import - Examples of import errors for standard imports

Import - How to create an import file

Import - How to import special characters

What is a fixed import?

Import - Generic import overview

Import - What is a universal import?

Import - What is a flexible header import ?

How to hide and restrict imports

Import - What is a generic import command action header column?

Import - What are generic import data field header columns?

Import - What is a generic import header row?

Advanced Automation - Automating imports using quick workflow overview

How to create an import parameters user report for Advanced Automation

Advanced Automation - Setting up advanced automation process

How to create a user report for importing for Advanced Automation

Pay Registers Import

Pay Register Import - File Requirements and Sample File

Pay Register Primary and Secondary Import - File Requirements and Sample File

Relocation Exception Import

Relocation Exception Import - Running Import

Relocation Exception Import - File Requirements

Service Fee Receivable Import

Service Fee Receivable Import - Overview

Running the Receivable Import

Service Fee Receivable Import - Additional Details

Service Fee Receivable Import - Data Row Details and Sample Import Files

Service Fee Receivable Import - Import File Format Requirements

Single Move Voucher Flexible Header Import

Single Move Voucher Flexible Header Import Overview

Running the Single Move Voucher Flexible Header Import

Import File Requirements, Additional Details and Supported System Tables

Header Import Requirements - File Format and High Level File Structure

Header Import Requirements - Header Row, Data Row Details and Sample Import File

Standard Expense Import

Running the Standard Expense Import

Standard Expense Import - Import File Requirements

Standard Expense Import - Additional Details

Standard Expense Import - Overview

Standard Expense Import - Additional Details and Sample file

Tasks and Reminders Import

Tasks & Reminders Import

Tax Authority User Defined Locals Import

Tax Authority User Defined Locals Import - Additional Details and Sample file

Tax Authority User Defined Locals Import - Overview

Running the Tax Authority User Defined Locals

Tax Authority User Defined Locals Import - Import File Requirements

Tax Eligibility Year Flexible CSV Import

Tax Eligibility Year Flexible CSV Import

Update Equity Amount Import

Equity Amount Import

Update Equity Amount Import - Overview

Update Equity Amount Import - Additional Details and Sample file

Running the Update Equity Amount Import

Update Equity Amount Import - Import File Requirements

Update Voucher Import

Update Voucher Import - Overview

Running the Update Voucher Import

Update Voucher Import - Import Requirements

Update Voucher Import - Import File Requirements

Update Voucher Import - Additional Details

Update Voucher Import - Sample Import Files

Vendor Flexible Header

Vendor Flexible Header Import - Additional Details

Vendor Flexible Header Import - Supported Tables, Fields and Special Rules

Vendor Flexible Header Import - Overview

Running the Vendor Flexible Header Import

Vendor Flexible Header Import - Import File Requirements

Wage Code and Pay Register Import

Running the Wage Code and Pay Register Import

Wage Code and Pay Register Import - Import File Requirements

Wage Code and Pay Register Import - Additional Details

Wage Code and Pay Register Import - Overview & sample file

Wage Code and Pay Register Import/Manual Edits

Wage Feed Import

Wage Feed Import - Overview & sample file

Wage Feed Import - Import File Requirements