Expense Overview Import
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1) Upload your Excel/CSV
Accepted: .csv (max 25MB)
2) Map columns
Map your sheet headers to system fields. Unmapped fields will be ignored.
| Your Column | Map to | Sample Value |
|---|
3) Importing…
This will send data to your server for validation and insertion into MySQL.
Transactions & Invoice PDFs
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1) Upload your Excel/CSV
Accepted: .csv (max 25MB)
2) Map transaction columns
| Your Column | Map to | Sample Value |
|---|
3) Upload invoice PDFs
Files will be matched to transactions using your mapped Invoice
Number or Transaction ID (e.g.,
INV-1001.pdf).4) Importing…
This will send data to your server for validation and insertion into MySQL.
Ola CRON Job
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1) CRON Settings
2) Importing…
This will send data to your server for validation and insertion into MySQL.