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      Import / Export Expense Cards

      Overview

      You can streamline your expense module setup in Lentune by importing Expense Cards from a spreadsheet.

      Export Expense Cards

      1. Export a Template
        • Go to Expense > Cards.
        • Click on Import / Export.
        • Select Export.

      This generates an .xlsx file that you can use as a template.

      Import Expense Cards

      1. Import Your Data
      Once you've populated the template with your data, it's time to import it.
      • Go to Expense > Cards.
      • Click on Import / Export.
      • Choose Import.
      On the Import Expense screen:
      • Browse for your prepared file or drag it to the designated box.
      • Click Import.

      You'll receive a confirmation message stating Import successful.

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      Last updated: 21 September 2023