Import Expenses

To import expenses in WP Ever Accounting, navigate to the Tools menu, where you will find both the import and export options. Click on the Import tab to access the expense import feature.

A sample CSV file is available to help you understand the required fields for importing expenses. To download it, simply click on the provided sample file link under the Import Expenses section, and the file will be downloaded instantly.

import

How to Import Expenses – CSV Format

import expense data e1733822728483

The CSV file for importing expenses contains multiple fields. To ensure a successful import, it is essential to provide information in the required fields. Additionally, you can import an unlimited number of expenses. A detailed list of all the fields included in the CSV file is provided below:

 

Field Description
Expense Number* A unique identifier for each expense
Expense Date* The date when the expense is created, formatted as YYYY-MM-DD
Amount* The total expense amount
Currency A three-letter code representing the currency (e.g., USD, EUR)
Exchange Rate* The conversion rate between the base currency and the selected currency
Reference A reference number for the expense, if applicable
Note Additional notes or remarks related to the expense
Payment Method The payment method used, and is selectable from available options
Account ID* The ID of the account where the expense amount is to be recorded
Contact ID The ID of the customer associated with the expense
Category ID The category to which the expense belongs
Attachment ID An option to attach files related to the expense (supported formats: JPG, JPEG, PNG)
Editable Indicates whether the expense details can be modified
Fields marked with a star are mandatory. You must provide information in these fields to complete a successful import. If any required field is missing for a expense entry, that specific entry will not be imported.
Certain fields must be pre-configured before importing to ensure a successful process. For example, if you attempt to import a expense entry using a currency that hasn’t been created in the database, the entry will be skipped. Make sure that categories, currencies, and accounts are already set up in the database prior to importing.

To download the CSV sample file for importing expenses, click here.