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

Status: Released 1 Vote
Aug 26, 2022 4:36 PM
Joined Jan, 2020 162 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 Joined Aug, 2021 206 posts

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

Aug 26, 2022 4:55 PM
Joined Jan, 2020 162 posts

Awesome! Thank you!