#420 expense reimbursement import
If you use an Excel spreadsheet to have employees fill out their expense reimbursement requests, by simply adding a summary section at the top of the form this data can be imported into the accounting software. The file needs to be saved in an Excel, text (comma, tab) or Comma Separated Value (CSV) format. The information you are importing must be in the following order: Employee code in column A, program element code in column B, GL code in column C and amount in column D. Should you wish to add an optional description of the expense reimbursement, that will appear in column E. Several items are checked during the import process to assure that you are using existing and active codes in the spreadsheet. If we encounter a problem with any of the codes used during the import, we halt the process and supply you with a message stating the problem. This supplement will also automatically attach the imported documents to the employee's expense reimbursement form or the batch in general. Also, receipts and other backup documentation can be automatically attached to the expense reimbursement. To do so, scan the backup documentation into a file with the title beginning with the employee's code and make sure to save it in the same folder as the imported document. As you import your document, this backup file will be attached. Think of the time this can save of not having to do the data entry into the software or individual document attachments!
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