Expenses Import
CSV Plain Text File
Step 1. Download .csv template file
Step 2. Update your Expenses details into the template
Step 3. Make sure the Expenses data matched the headings
Step 4. Import the updated .csv file
Notes:
1. Mandatory fields: Expense number, paid through/vendor or customer, expense record date, expense account, amount.
2. If expense is only Cash expense then fill in the account to paid through. If expense is Credit expense then fill in vendor/customer as well as due date.
3. Fill exact same name of paid from account, vendor name, type of expense as per your Inxides account. If the name not found in your account then the new paid from account or vendor or type of expense will create automatically.
Macro Automated File
Step 1. Download Macro Excel template file
Step 2. Enable Marco file : see how
Step 3. Update Expenses details into the template
Step 4. Tick and generate the file into .csv
Step 5. Import the converted .csv file
*Be cautious when importing large volumes of data.
*The importing process is irreversible and failure to follow instructions for bulk data imports may lead to errors in your account
If you encounter any errors, please reach out to our Support team.