Importing Expenses

  1. Click on “Finance” from the main menu.
  2. Click on “Expenses”.
  3. Click on the “Import” button.
  4. Select the prepared expense file in one of the formats supported by the system for file import.
  5. Select the format of the uploaded file:
    • Comma Separated
    • Semicolon Separated
    • Tab Delimited
  6. Click on the “Next Step” button.
  7. Map each column inside the file with the columns inside the system.
  8. Click on the “Import” button.
  9. 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.