Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

If you have multiple expense entries to import and batch together, this can be done through a template.

NOTE 1: Report types that require travel authorization is not supported part of the load.

NOTE 2: To load invoices to create vendor payment reports, you would need to setup an Employee that is assigned to that specific company vendor that you are trying to pay the invoice to. For example if you want to load a telephone bill to pay Verizon so then you need to make sure there is a user assigned Verizon vendor in the employee setup so when you load the data either by API or Excel file you need to provide the actual Employee ID that maps to Verizon so we create vendor report to Verizon.

Enable feature

To get access to the feature you must add it to your role:

...