How to import a batch of expenses from Excel

If you have a lot of client expenses / disbursements to add then you may find it quicker to use our Excel based import system.

To import a batch of expenses follow these steps:

Click on the Config menu (Superuser access required).
Click on the Import expenses link.
Click on the Download Expenses Import Spreadsheet link.
Find the sheet in your downloads folder and open it.
Enter the data following the guide below. Save your file and close it.
Returning to your Glide window, click on the green Select completed spreadsheet button.
Locate your saved file and click OK.
If any errors or issues are detected then you'll need to click on the blue Try again button. Make appropriate changes to your spreadsheet and repeat the process.
If the data passes our checks then you can click the blue Confirm spreadsheet import button. Before clicking this, check the data preview and the sub-totals shown are in agreement with your expectations.

Column	Title	Mandatory?	Data type	Description
A	Date	YES	Date	This is your expense entry date.
B	Category	YES	A Glide client category	The expense created will be allocated to this category. You can create an unlimited number of categories and categories can be 'Expense only' if required.
C	Client	YES	A Glide client code	This must match an existing Glide client code.
D	User	NO	The initials for a user on Glide	These must match the initials of a user on the Glide system.
E	Description	YES	Free text	This will provide the description of the expense, for example when viewing a WIP analysis or raising a bill.
F	Value	YES	Number to 2pd.	This is the value of the expense. This amount will be added to the client WIP valuation.