How to import transactions in the Expenses tab

If you would like to import the list of your expenses from another service provider, you may use this option instead of manually entering them

Properties:

Receipt ID - this is the ID of the Expense and will be included on the Description field. But this may be blank

Date - date when the expense is paid. Format should be DD/MM/YYYY

Supplier - Payee of the expense

Category - group where the expense is allocated

GST - GST of the Total amount

Total - Amount inclusive of GST

Description - Details of the expense

All files imported into the Expenses tab must be a .csv file.

Steps on how to import expenses in CSV

1. Go to the Expenses tab and click the Import Expense CSV button.

2. Upload the file on the field provided.

3. Review the transactions.

Select a Matter if it should be a Disbursement. You may also edit the transaction by clicking the pencil icon.

4. Click the check icon to save.

Note: We cannot undo once the expenses are uploaded.