Finance
Add many expenses at once
Type in a batch of expenses in one table, such as a week of receipts or a card statement.
When you have a pile of receipts or a card statement to enter, add them all in one table instead of opening a form for each.
Add a batch
- Open Finance › Expenses.
- Open the actions menu next to New Expense and select Bulk Create.
- For each expense, enter the Description, Amount, Category, Vendor and Date.
- Select Add row for each extra expense.
- Select Save all expenses.
You're done when every row appears in Finance › Expenses.
Good to know
- Bulk entry covers the basics. To attach a receipt, mark an expense billable or add mileage, open that expense afterwards and edit it.
- Remove duplicate rows from your statement before you start.
- To bring in expenses from a spreadsheet or from receipt files instead of typing, see import invoices and expenses.