- Click on “Finance” from the main menu.
- Click on “Expenses”.
- Click on the “Import” button.
- Select the prepared expense file in one of the formats supported by the system for file import.
- Select the format of the uploaded file:
- Comma Separated
- Semicolon Separated
- Tab Delimited
- Click on the “Next Step” button.
- Map each column inside the file with the columns inside the system.
- Click on the “Import” button.
- The software will provide you with a clear statement of the records that were successfully imported.
- Note: Please contact the technical support team of Daftra software for more information about the supported file formats and how to prepare them for uploading to the system.