Is it possible to import expenses .tsv file?
No, this is not currently possible.
In future, importing will be implemented. I recommend check again in roughly 2 months.
Thanks Lubos. keep up the good work this software is excellent.
As a sole trader you have really made a big difference to my small business.
Hi, Was this implemented?
No. The entire concept behind spending and receiving money was changed. And where would you import from? And why?
On the other hand, you can import entire bank statements, including both payments and receipts.
Hi @Tut, Thanks for replying. Maybe it’s my lack of understanding.
Wanted to upload employee expense claims. In some cases about 30-50 expenses for all kinds of stuff.
So one payment but many expenses hitting numerous GL expense accounts (or assets accounts).
Any other way to do this? About 60-80% of claims are the same each and every month so basically changing amounts and dates.
Provide the employee(s with a prepaid Debit card, then you can import the statements.
Petty Cash on a card, then once a month reimburse up to the float limit.
Thanks for your suggestion but this is not immediately implementable.
They love their points and in some cases numbers are big. Up to $15k some months.
What about using the API? Where are the API docs?
Business expenses, business points -
Not knowing the expense type, but start implementing credit accounts where possible.
Then pay those accounts with the company credit card - linked to points.
Perhaps starting with new employees - new system
There are none.[quote=“jmo, post:6, topic:507”]
Wanted to upload employee expense claims. In some cases about 30-50 expenses for all kinds of stuff…About 60-80% of claims are the same each and every month so basically changing amounts and dates.
Clone a previous expense claim and edit it:
You also did not answer my question about where you would upload from. Someone is apparently entering the information somewhere already. Why not create them as restricted Users on the server or cloud edition and have them enter their own claims, then review them before paying? You can limit their permissions so all they can do is expense claims.
You also did not answer my question about where you would upload from.
Get external data - From text
it takes you to a screen to find your tsv file but you need to go to the bottom right of the screen and where it says text file and use the drop down arrow to ALL FILES
then click on your tsv file
there are a few screen prompts then you will have it in your excel sheet
then save that as a csv file and you can import it
I like to convert it to Qif and I use this site to do it http://www.csvconverter.biz