If you have multiple entries to import and batch together, this can be done through a template.
In the admin module expand Data Piping menu.
Expand the Data Import menu.
Click on Expense
On top navigation bar, click on Action → Import From File
In the pop up window, click on Download Template
Locate where the file downloaded (this will be different based on your browser settings)
Fill out the fields that are marked as required but also the fields you will need for your configuration. A good way to find out what columns are needed for your configuration is enter in a manual entry and see what fields are required to be populated to save the record.
Once you have filled in all the fields and records, make sure to delete row 2 (the explanation of each field) before you import the file into DATABASICS.
On top navigation bar, click on Action → Import From File
Click Browse… to locate the completed template.
Select the file and then Open.
Click on Continue
A pop up window with any confirmation, errors, or warnings will appear. Review the messages and click on the X to close the window.
To review the new entries, use the “Load Status” filter and select “New” then “Apply” at the bottom.
Select each record to review the data. If you need to update the record, you can click on “Update” at the bottom.