Streamline Expense Management with Import Expenses

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.



Notes
Benefits:
  1. Saves time by automating data entry for large invoices.
  2. Reduces errors associated with manual input.
  3. Keeps financial records organised and up-to-date.