If you have credit card expenses in a CSV file, you can easily upload them to ProcureDesk. This feature allows you to upload expenses for multiple users simultaneously.
Prerequisites
Before you begin, ensure:
You have access to the Expenses Module in ProcureDesk.
You have a CSV file containing the credit card transactions to be uploaded.
Step-by-Step Instructions
Log in to ProcureDesk:
Navigate to the Expenses module once logged in.
Upload Transactions:
Click on Actions and select Upload transactions.
Browse or drag and drop the CSV file containing the transactions into ProcureDesk.
Map Fields:
Map the fields from your CSV file to the corresponding fields in ProcureDesk.
Submit:
After mapping, click on Submit to upload the expenses.
Definition of Fields
Here are the fields available for mapping during the upload process:
Name (Required): Map this to the name of the expense report or the user's name if an expense name is not available.
Amount (Required): The line amount for the expense.
Vendor/Merchant: The vendor name from the transaction. If unavailable, leave it blank and update it later.
Category: If using expense categories in ProcureDesk, map this to the respective field. Otherwise, leave it blank.
Account/Card Number (Required): The account number mapped in the user profile. This is essential for importing data to the correct account.
Transaction Date/Posting Date (Required): The date of the transaction. You can map it to either the posting date or the transaction date.
Description (Required): Use this field to import the line item description.
Project Code: Use this field to import project codes if applicable.
FAQs and Troubleshooting
What should I do if I encounter errors during upload?
Ensure all required fields are correctly mapped and that the CSV file follows the required format. Double-check any mandatory fields like Account/Card Number.