Expense Sheet Import
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Expense Sheet Import

Comma Separated Text Files (CSV) can be imported into a Expense Sheet via this import utility.  To download the CSV template click the "Get .CSV Template" link at the bottom of this page.  Data imported will honor all UDF Field Template defaults and restrictions.  The first line of the import file is considered the column headers and is therefore omitted.  

Document Toolbar

Import File

Clicking this import the specified file.

Get .CSV Template

Clicking this download the CSV Template from WorkPlace.  

Entry Fields

Choose File

Browse or specify the file to import.  This file must have the columns in the same order as the CSV Template.