Expense > Settings > Expense Types > Import

Learn how to import your expense types in KAMI effortlessly, allowing you to efficiently manage and categorize your expenses with just a few simple steps!

Steps

Step 1: Get the template - on the Settings > Expense Types click "Import" and download the template. This will give you a file where you can input the details of the expense types you want to upload.

Step 2: Edit the downloaded file - Fill out all necessary information on the template, using the guidelines provided in the Expense Types as a reference.

Step 3: Import the completed template - go back to the Expense Type > Import and browse the file. 

You will receive both an email and a browser notification indicating whether the import was successful or if any errors occurred.

• If Successful: The notification will indicate how many files were successfully uploaded.
• If Failed: You will receive a detailed report outlining the errors, which will be sent to your email for review and amendment.

Step 4: Export existing Expense Types - if you want to review a complete list of all the expense types currently on your account:

• Go to Expense > Settings > Expense Types.
• Select Export to download a file containing all the details of the existing expense type.

That's it! By following these steps, you can efficiently manage your expense types in bulk, ensuring accuracy and speed in the setup process.