How to Import Expenses from a csv file
To save more hours in your day, you can now import expenses from a CSV file.
You may import expenses you have been charged by a supplier who is not a Prism finance subscriber*, or import expenses from a text file you have generated to save manual input.
If your supplier is also a Prism Finance subscriber, we recommend the Import invoices from a supplier feature.
From the Finance page, click + Add Expense then select ‘’ Import Invoice’’ option
The Import Expense dialog displays.
1. To import expenses, you must have the expenses recorded in a defined file format and structure.
2. You can download a template file from the dialog by clicking on the Download Template file link.
3. Copy or add expenses into the template, and optionally save as a different filename.
4. Import the file by clicking Browse button to select the file and then click the Import button.
5. All expenses will be displayed in the next window before saving.
6. Update the Supplier to be applied for all expenses in this window
7. Split / Edit / Delete expenses as required
8. Optionally import more expenses by clicking Import more button to select another file
9. Click Save button to import the expenses.
Each expense will be displayed in Finance > Transactions, ready for invoicing via the month-end Statement Run or the Single Invoice feature.