How to make expense payment entry in bulk?
Batch Upload:
Go to Expense tracker>>By vendor>>Bulk posting>>Click on Bulk upload expense with payment>>Enter all the details for the required vendor i.e Expense head, instrument type, instrument number, from a bank account, Date, Amount, and comments if required>>Click on save.
Excel Upload:
Go to Expense tracker>>By vendor>>Bulk posting>>Click on Batch upload expenses with payments from excel>>Step 1: Download the excel template>>Step 2:Enter all the details i.e Expense head, instrument type, instrument number, from a bank account, Date, Amount, and comments if required>>Step 3: Upload the excel document: Click on choose file>>Select the document from the device>>click on upload document.
Note: Only .csv files of size upto 1MB can be uploaded.
|