How do I import/export my non-work order spends?
Import Or Export Any Uncaptured Spends.
Import
- Head to Settings and select Uncaptured Spends
- Select the actions wheel and hit Import
- From here, a side pane will display import instructions and provide an export template for download
- Users can use the template to add new spends by adding rows to the sheet
- They can amend existing rows on the template to update existing spends
- Users can then re-upload the file
Export
- Head to Settings and select Uncaptured Spends
- Select the actions wheel and hit Export
- A sheet will be downloaded of all spends