In the Income & Expense screen click 
then click IMPORT DATA from the drop down list. This will
display the Data Conversion Utility dialog box.
The Truckers Helper provides the capability to import Fuel Card data. Look for future releases to import from other programs. This feature is available only in The Truckers Helper Fleet version.
To Display Data Conversion Utility:
In the Income & Expense screen click then click IMPORT DATA from the drop down list. This will
display the Data Conversion Utility dialog box.
Select a file type.
Fuel Date
Text File
Quick Books File
For Convert Fuel Data:
Drivers MUST get separate receipts for Truck Fuel and Refer fuel.
Note: If Truck Fuel and Refer fuel are displayed on the same line in the fuel data they create an error and will not be imported.
All trucks and drivers on the report MUST be assigned. If you are not using Payroll you MUST setup the drivers in Payroll Setup and assign them to a truck.
Note: Failure to setup drivers creates an error and prevents the transaction from being imported.
When you check the Fuel Data radio button the Fuel Options check boxes are displayed.
Select the appropriate check box of the Fuel Data to import.
Show O/O As Advance - Displays all purchases against the Fuel Card as a Driver Advance for Owner/Operators. This is generally the correct way to treat a fuel purchase by the O/O who is paying for his own fuel.
Track O/O Fuel For IFTA - Tracks IFTA for your O/O's. If you do not track IFTA for your O/O's do not check this box.
Charge Refer Fuel To O/O - Check to charge Refer fuel to the O/O. Do not check this box if you pay for the Refer fuel.
Select the file format to import.
Comdata - The Truckers Helper program imports the format, and MUST have .TXT or .DAT file extension.
Transplatinum - The Truckers Helper program imports the format, and MUST have a .FLE file extension.
Select the appropriate Charge To, Transaction Fee, and Cash Adv Fee options to import.
Charge To Account - Select the Payment Account from the pulldown list you have set up for the Fuel Card.
Note: This account MUST be set up as a Charge account. See also Open Charge Account.
Transaction Fee - Amount charged for a transaction fee. To charge this amount to all fuel card users (Drivers and O/O's) select the All check box. To charge a transaction fee only to O/O's do not check this box.
Note: The Transaction Fee is in addition to other fees shown on the imported fuel transaction. Whether you want to use these fees or not is determined by how you are set up with the fuel card provider. Be sure to check your data the first few times you import it to be sure the data in importing the way you want it to.
Cash Adv Fee - Additional fee charged for Cash Advances. To charge this amount to all fuel card users (Drivers and O/O's) select the All check box. To charge a transaction fee only to O/O's do not check this box.
Note: The Cash Adv Fee is in addition to other fees shown on the imported fuel transaction. Whether you want to use these fees or not is determined by how you are set up with the fuel card provider. Be sure to check your data the first few times you import it to be sure the data in importing the way you want it to.
Click the Select File To Convert button.
Select a file to convert.
Click the Convert button.
The program converts the file and imports the data into The Truckers Helper database.
For Convert Text Files:
Click the Select File To Convert button.
Select a file to convert.
Click the Convert button.
The program converts the file and imports the data into The Truckers Helper database.
Errors:
After The Truckers Helper program completes the conversion you are prompted of any errors that were encountered.
If errors were found, the Errors Notice dialog box is displayed.
Click the red box to view and print the errors report.
Note: If there are errors on the report the data did not import. You MUST enter the transaction manually.
Helpful Tips:
Always elect to print the report along with the data download. This is useful in verifying the data imported correctly.
After the conversion completes The Truckers Helper program saves the imported file in the same directory with the date of the transaction. For example, if you downloaded and imported on 10/01/01 and your file name is fuel.txt, the file is saved as fuel100101.txt.
Note: It is strongly recommended you only import once a day. The Truckers Helper program has been setup using the daily report format for Comdata and TranPlatinum. If you use the wrong file when importing data it will result in errors.