[New Feature] Finance | Import expenses from a text file
Release Date: 8 December 2020
To save more hours in your day, you can now import expenses from a text 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 invoice
feature recently released.
Navigate to
Finance > Add Expense > Import Expense
The Import Expense dialog display.
To import expenses, you must have the expenses recorded in a defined file format and structure.
You can download a template file from the dialog by clicking on the
Download Template File link.
Copy or add expenses into the template, and optionally save as a different filename.
Import the file by clicking '
Browse' button to select the file and then click the '
Import' button.
All expenses will be displayed in the next window before saving.
Update the Supplier to be applied for all expenses in this window
Split / Edit / Delete expenses as required
Optionally import more expenses by clicking 'Import more' button to select another file
Save, 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.
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