Expense & Cash Voucher Import
Expense & Cash Voucher Import loads site spending and advances in bulk from a spreadsheet. On a contract with many sites and staff, entering each claim by hand is not realistic, and this is how a month of site expenses reaches the system in one pass.
Where to find it
Go to Setup > Import > Expense & Cash Voucher.
What it imports
| Record type | What it creates |
|---|---|
| Expense | A site expense claim against a project — see Expenses. |
| Cash Voucher | An advance to an employee — see Cash Voucher. |
Before importing
- Projects must exist, and the project code in the file must match exactly.
- Employees must exist and be identifiable from the file.
- Expense categories must be defined in Expenses settings.
- Bank accounts referenced by vouchers must exist.
Import a handful of rows first and check where they landed. A file that imports cleanly but attaches every cost to the wrong project is far harder to unpick than one that fails outright — and it is not obvious until someone reads contract profitability.
When rows are rejected
Rows that cannot be matched are reported as Data Missed to import. Correct them in the source file and import again rather than entering them by hand, so the file stays the record of what was loaded.
Related pages
- Expenses — what is being imported
- Cash Voucher — advances
- Imports — the other bulk loaders