Expenses from file
Last updated
Last updated
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.
K
Invoiced State
Status of the expense. Possible options:
notApprovedForInvoicing
approvedForInvoicing
returnedForCorrection
invoiced
L
Expense Type
Is the expense planned or actual?
Possible options:
actual (selected by default if not provided)
planned
M
Billable
Is the expense to be set as billable or not?
Possible options:
TRUE
FALSE
N
Financial Account
Financial account number the expense is to be related to