Add Categories column to the Expense Excel template (PM Module)

Alece
Aug 26, 2022 4:36 PM
Member for 6 years 317 posts

Now that Categories have been added to Expenses (so awesome, by the way), the Expense Excel Template used to import expenses needs to have a Categories column added. Right now, because it's lacking one, we need to manually categorize each item in OR after importing the spreadsheet. With a Categories column (and, ideally, quick access to the category names from the OR system so that things line up correctly), the expense import flow would be seamless! 

Shawn H
Aug 26, 2022 4:47 PM
OR Team Member Member for 4 years 300 posts

Hi Alece! This addition should be out in a few weeks. Thanks for your patience!

Alece
Aug 26, 2022 4:55 PM
Member for 6 years 317 posts

Awesome! Thank you!