Bulk Add Expenses
Enter several expenses in one workflow.
Use bulk expense entry when you have several receipts or transactions to record at once.
Bulk entry is fastest when expenses are already cleaned up in a statement or spreadsheet. If each expense needs investigation, create them individually.
Bulk Add Expenses
- Open Finance > Expenses.
- Choose the bulk-add option.
- Add one row for each expense.
- Enter the amount, date, category, vendor, and description for each row.
- Review all rows before saving.
- Save the expenses.
Group similar expenses when possible. Mixing travel receipts, subscriptions, reimbursements, and vendor bills in one bulk entry makes review harder.
Prepare the source list before opening the form. Standardize dates, currency, vendor names, categories, and tax handling so you are not making accounting decisions row by row while entering data.
When to Use Bulk Entry
Bulk entry is useful for:
- Entering several receipts after travel.
- Recording card transactions from a statement.
- Cleaning up expenses at the end of a week or month.
- Adding repeated small expenses that do not need separate detail screens.
Avoid bulk entry when every row needs a different approval path, receipt investigation, customer billing decision, or tax treatment. Create those expenses individually so each record has the right context.
Review Before Saving
Check each row for the right date, amount, category, vendor, and currency. Bulk entry is fast, but mistakes can create reporting cleanup later.
Confirm whether each row needs a receipt, project, client, reimbursable flag, or tax treatment before saving. Missing context is easier to add during entry than during month-end review.
If an expense belongs to a client or project, add that context during entry when the form supports it. If the bulk flow does not include every detail you need, save the basic expenses first, then immediately filter the batch and complete the missing fields from the expense detail pages.
Prepare A Clean Source List
Before entering a batch, clean the source spreadsheet or statement:
- Remove duplicate transactions.
- Use one date format.
- Normalize vendor names.
- Confirm currency and tax treatment.
- Mark reimbursable or client-billable rows.
- Separate personal or non-business transactions.
This reduces the cleanup needed after saving.
Split High-Risk Rows
Keep unusual expenses out of a bulk batch. Expenses with missing receipts, foreign currency, customer reimbursement, tax uncertainty, approval questions, or personal-business splits should be created individually so each record has the right notes and evidence.
Bulk entry should reduce typing, not hide review work that accounting still needs to perform.
After Saving
Open the expense list and filter by the entry date or vendor to spot-check the created rows. Attach receipts to any expenses that need reimbursement or audit support.
If you made a mistake in several rows, correct the affected expenses before exporting reports or reimbursing the team.
Use filters after saving to review the exact batch. Do not export expense reports until the bulk-created rows have been spot-checked.
If several rows are wrong, decide whether it is cleaner to edit the rows or delete and re-enter the batch. Do this before reimbursements, client billing, or accountant exports use the data.
Month-End Cleanup
Before month-end export or review, filter for the bulk-created expenses and confirm categories, receipts, reimbursable status, projects, and vendors. Fix the batch before sharing finance reports or sending data to accounting.