Expense Template update to include categories

Sarah H
Apr 3, 2022 1:49 PM
Member for 6 years 110 posts

Does the expense upload template need to be updated to include categories?

Chris Hynes
Apr 4, 2022 7:13 PM
OR Team Member Member for 13 years 1405 posts

Yep, we've got an update in the works to include Category in the import as well. In the meantime, you can use the batch categorization feature  on the expenses grid to apply categories.