Streamline Expense Management with Import Expenses
The Import Expenses feature in Prism Finance simplifies managing large invoices, such as veterinary, farrier, and floating fees. Here's how it works:
Steps to Use the Feature:
1. Request Supplier Spreadsheets:
Ask suppliers to provide a spreadsheet of monthly charges.
2. Access Import Expenses:
Navigate to the green button and select "Import Expenses".
3. Download the Template:
Download the provided template to ensure correct formatting.
4. Prepare Your Data:
Copy the charges from the supplier’s spreadsheet into the relevant columns of the template.
5. Upload the File:
Save the updated file and upload it via the "Browse" button.
Benefits:
- Saves time by automating data entry for large invoices.
- Reduces errors associated with manual input.
- Keeps financial records organised and up-to-date.
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