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.

Click "expense_import_template.xlsx"

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	The currency the expense price is in. Codes from ISO 4217 (Wikipedia)
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