| Header | Description | Req. | Notes |
| Project | The project that this expense record should contain. | Y (Unless a default value is assigned in the Custom Tool Settings) | The header name will match whatever this field is renamed to in your Journyx installation. The value in the field for any record must exactly match a project name that is in your Journyx installation and that the user has access to (via groups). |
| Unit | The unit field that this custom record should contain (amount). | Y (Unless a default value is assigned in the Custom Tool Settings) | The header name will match whatever this field is renamed to in your Journyx installation. The value in the field for any record must exactly match a unit name that is in your Journyx installation and that the user has access to (via groups). If the project (first column) has dependencies assigned, then the unit must be in the project's dependency list. |
| Item | The item field that this custom record should contain. | Y (Unless a default value is assigned in the Custom Tool Settings) | The header name will match whatever this field is renamed to in your Journyx installation. The value in the field for any record must exactly match a item name that is in your Journyx installation and that the user has access to (via groups). If the project (first column) has dependencies assigned, then the item must be in the project's dependency list. |
| Location | The location that this custom record should contain. | Y (Unless a default value is assigned in the Custom Tool Settings) | The header name will match whatever this field is renamed to in your Journyx installation. The value in the field for any record must exactly match a custom location name that is in your Journyx installation and that the user has access to (via groups). If the project (first column) has dependencies assigned, then the location code must be in the project's dependency list. |
| Comment | The free-form notes that will appear in the text field of the custom record. | N | The header name will match whatever this field is renamed to in your Journyx installation. This field is limited to a maximum of 252 total characters, and special characters like & count as multiple characters. |
| User | The user that this custom record will be assigned to. | Y | The value in this field must exactly match the Journyx login ID of the person to whom the custom record will be assigned. |
| Date | The date of the custom record. | Y | The date must be in YYYYMMDD format. |
| Amount | The amount of the custom record. | Y | The amount must be formatted in decimal format. The maximum number of decimal places is 2. |