How Do I Import Expenses?
Overview
Matters.Cloud provides a simple to use facility to import existing expense data when migrating from third party applications.
Import Formats
The following file formats are supported:
- Microsoft Excel (.xlsx)
- Comma Separated (.csv)
Import Process
Step 1: Download Import Format
To download the import format, select Finances > Disbursements > All disbursements and locate the Import button:
Download the appropriate Template using the links provided:
Step 2: Populate File Content
Populate the template with expense data exported from your third-party application.
The expense import template includes fields such as:
| Column | Description |
|---|---|
| date | Date the expense was incurred |
| bank_account | Bank account associated with the expense transaction |
| client_code | Client code from the source system |
| related_to | Type of record the expense is linked to |
| related_id | Related record or matter reference associated with the expense |
| task | Task associated with the expense entry |
| expense_code | Expense or disbursement code associated with the expense |
| recipient | Name of the recipient or supplier linked to the expense |
| reference | Reference number for the expense or supplier invoice |
| owner | User responsible for the expense entry |
| amount | Expense value excluding tax/VAT |
| currency | Currency used for the expense |
| tax_type | Tax/VAT type applied to the expense |
| tax_rate | Tax/VAT rate applied to the expense |
| output_tax_rate | Output tax/VAT rate applied to the expense, where applicable |
| billable_status | Indicates whether the expense is billable or non-billable |
| narrative | Description or narrative relating to the expense |
| bill_status | Current billing status of the expense (E.g. WIP or Billed) |
| anticipated | Indicates whether the expense is anticipated (True/False) |
Step 3: Import File
Select the file to import using the Choose File button and then click the Import button.
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