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:

  1. Go to the Expense Module.
  2. Click on "Add Expense Head."
  3. On the right side of the screen, click on "Import."
  4. Download the sample Excel file provided.
  5. Open the downloaded Excel file and follow the instructions provided to enter the Expense Head, Category, and Sub-Category details.
  6. Once you have filled in the necessary information in the Excel file, save it.
  7. Back in the Expense Module, click on "Start Import Expenses."
  8. Click on the "Choose File" button and select the saved Excel file from your device.
  9. After selecting the file, click on the "Submit" button to begin the import process.
  10. 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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