Import Expenses

You can import expenses into Kompass with .csv files. Following fields can be used.

Required field must be included in the file. Additionally, each record must have information for required fields.
Field names are case sensitive.
For all fields with an "_id" suffix, further information is needed. Each such record has an ID for database referencing (i.e. payment_method_id, approved_by_id, supplier_id etc). You will need the list of data along with their ID's to correctly populate the table.

Field	Description
date [required]	Date the expense was recorded.
amount [required]	Amount of expense.
payment_method_id [required]	Payment methods can be defined by your organization (i.e. cash, credit card, cheque etc.)
description	Name of the expense (i.e. fuel, cables, tolls, spray paint etc.)
approved	Date the expense was approved.
approved_by_id	The user ID of the employee who approved the expense.
approved_notes	Notes that can be added for an approved expense.
checked	Date the expense was checked.
checked_by_id	The user ID of the employee who checked the expense.
checked_notes	Notes that can be added for a checked expense.
created	Date the expense was created.
notes	Details of the expense.
rejected	Date the expense was rejected.
rejected_by_id	The user ID of the employee who rejected the expense.
rejected_notes	Notes that can be added for a rejected expense.
submitted	Date the expense was submitted.
submitted_by_id	The user ID of the employee who submitted the expense.
submitted_notes	Notes that can be added for a submitted expense.
supplier_id	Supplier's ID related with the expense.
supplier_name	Supplier's name related with the expense. If a Supplier with the provided name exists, Kompass will re-use it. If it doesn't exist, Kompass will create a new Supplier.
user_id	Employee the expense is allocated to.