How to bulk import the Expense Head, Category, and Sub-Category instead of creating them manually?
How to bulk import the Expense Head, Category, and Sub-Category instead of creating them manually?
To bulk import Expense Head, Category, and Sub-Category
instead of creating them manually, you can follow these steps:
Go to
the Expense Module.
Click
on "Add Expense Head."
On the
right side of the screen, click on "Import."
Download
the sample Excel file provided.
Open
the downloaded Excel file and follow the instructions provided to enter
the Expense Head, Category, and Sub-Category details.
Once
you have filled in the necessary information in the Excel file, save it.
Back
in the Expense Module, click on "Start Import Expenses."
Click
on the "Choose File" button and select the saved Excel file from
your device.
After
selecting the file, click on the "Submit" button to begin the
import process.
The
system will process the uploaded file and import the Expense Head,
Category, and Sub-Category details in bulk.
By following these steps, you can efficiently import Expense
Head, Category, and Sub-Category details by using the provided Excel template
instead of creating them manually one by one.
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