Importing Expense Types

Objective

After completing this lesson, you will be able to manage expense types using the import template.

Expense Type Import Process Overview

You can use the Expense Type Import to create new expense types or edit existing ones. This feature allows you to import expense types in bulk, instead of creating them individually through the user interface. Because a new expense system already contains the most used expense types and most customers rarely deviate from this list, most administrators don't use this feature frequently.​

Note

You can upload account codes only if your ledger does not have an Account Code Hierarchy.

Import Expense Types

To import expense types:

Steps

  1. On the Expense Admin menu, select Expense Type Import.​

  2. Download the Excel-based template, complete with the details of the expense types to be added or edited, and save the file locally.​

  3. Upload the file. Review any errors and repeat steps 2 and 3 until the task is completed.​

Summary

  • Use the Expense Type Import to create or edit expense types in bulk.
  • Download the import template and fill in the required details.
  • Upload the completed template and review any errors.
  • This method is efficient for adding many expense types at once.
  • Account codes can only be uploaded if there's no Account Code Hierarchy.

Learning

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