Importing Expenses

To create new Expense by batch:

1. On the menu bar, click on “Expense”. The Expense list will be displayed.
2. Click “Options” button, then select “Import Expenses”. Import Expenses pop-up window will be displayed.
3. Download the sample template by clicking the “here” link, and open the downloaded file.
4. On the downloaded template, fill-out the information needed for each columns of the template:
   1. The vendor, expense account, credit account and tax code should be existing already.
   2. The withholding tax amount should be the withholding amount per item.
      • Sample filled-out Import Expenses template
        
        
        
5. After filling out the form, save it on your computer and upload it back to the system, then back to the Import Expense pop-up window, click “Import”. Imported expenses will be displayed in the Expense list.