Expenses from file
By using the Tools option under Setup in your database you can upload expenses using an Excel file.
The Excel file used for this import can be downloaded from the details section.
The file contains one sheet named "Expenses" and has the following columns (columns in bold are required)
Col | Name | Description |
A | Project Number | The number for the project the expense is to be connected to. Project must exist in the database. |
B | Activity Name | The name of the activity where the expense is to be connected to. Activity must exist in the database |
C | Expense Category | The expense category where the expense is to be connected to. If selecting to enter the name of an expense category, make sure this exists in the data |
D | Description | Any description added to the expense |
E | Title | The name of the expense. |
F | Employee Name | Name of the resource linked to the expense. The resource must exist in the database |
G | Date | Expense date Date format is YYYY-MM-DD |
H | Quantity | The quantity of expenses, this is commonly 1 |
I | Unit Price Excluding VAT | Expense price Period (.) as decimal separator, no thousand separator. |
J | Currency Code | |
K | Invoiced State | Status of the expense. Possible options:
|
L | Expense Type | Is the expense planned or actual? Possible options:
|
M | Billable | Is the expense to be set as billable or not? Possible options:
|
N | Financial Account | Financial account number the expense is to be related to |
Last updated