As we unveil our latest Import feature, you may be curious about the seamless process of importing your expense list into SupportPay. Fortunately, it's a straightforward task:
1. Navigate to Transactions on the left-hand side menu and select Import.
2. Download the CSV template by clicking the Download Template button and saving it on your device. Note: Choose between an expense or support template based on your import needs.
3. Open the CSV file, input your expense values (refer to the List Of Possible Values for guidance), and save the changes.
4. When prepared, upload the CSV file with your data in the Import Template section.
5. Finally, click Import to complete the process.
IMPORTANT: Before uploading your file, consider the following:
- Ensure your file is in .csv format.
- Confirm all required fields are included.
- Verify information is in the correct format.
- Have only one worksheet in your file.
- Eliminate special characters from your data, such as commas or dollar signs. For instance, avoid entries like “Expense on book, clothing” and input amounts without currency symbols (e.g., “$5.00”).
Upon successful completion of the import process, you'll find your expenses neatly organized in the Transactions section.
With our super easy Import feature, handling your expenses on SupportPay is a breeze. This smooth process guarantees accuracy and efficiency, giving you the power to seamlessly merge your financial data. Give our Import tool a try today and easily take the reins of your expense management!
If you have any questions, please don't hesitate to contact us at firstname.lastname@example.org.