How to import and export expenses?

Import

Kompass allows users to import expenses from a .csv file. The file must have the following fields/ columns:

date: Date of the expense.
amount: Amount of the expense.
payment_method_id: Your organization will set certain payment methods for your Kompass. Each payment method has an ID for database referencing. You will need the list of payment methods along with their ID's to correctly populate the table.

Each record must have information for all four fields above.

There are several other fields that can be included in the .csv for direct importing into Kompass. For a full list of those fields, check Import Expenses.

Export

Go to the "Expenses" page. If you have the necessary permissions, you will see an "Actions" dropdown with an "Export" and "Export Allocations" option.

"Export" will export a list of all expenses (red box in the image below). "Export Allocations" will export a list of all individual project allocation of each expense (green box in the image below).

The dialog will then ask you for a start and end date. Only expenses/ expense allocations during that period will be included in the export. Kompass will export a csv file to your pre-defined "downloads" folder.

If you don't see the Actions or the Export option, contact your company Kompass administrator.