Import Expense Codes from a Microsoft Excel (XLS) file. You can use this method for adding new expense codes or making mass updates to existing expense codes.
For more information about Expense Codes see article.
Steps for creating an import file:
- Export an Excel file from the Administration > Expense Code list
- This document will act as the template for your import
- There is a Quick Select option in the Display Options to export all columns
- This ensures you use the required and most common data columns for the Expense code import data
- Quick Tip: You may want to export one expense code in the export as an example for the data fields needed
- Modify the data in Excel
- Copy/paste is your friend
- Save the completed file as an Excel Workbook file
The format of the Excel file must be used as-is without modification to any data cell formatting prior to the import. Adding a space to a field header or changing a capital letter to a lower case letter in the field header will skip that column upon import.
The import file must also contain the following required fields:
The import process will take you through the following steps:
- Prompt for the Excel file to import
- List the expense codes available to import
- This page REQUIRES a checkbox by each Expense Code to import - DON'T MISS THIS
- Confirm the completion of the import with a list of the imported Expense Code