Importing into Other Expenses
When you import into Other Expenses, your CSV file should contain at least 4 columns which will correspond to:
- An expense date
- The name of the expense
- The expense category (new categories can be added using this import option)
- The cost of the expense
Click on the Import button:
Select the .csv file from your computer that contains the expense data you would like to import and click Next
The next screen allows you to match the fields in InventoryLab with the columns in your .csv file
The required fields are in red
Select the correct columns for InventoryLab to import from for each field and click Next
That’s it! You should now receive an Import Success message.
Need more help with this?
Don’t hesitate to contact us here.