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Expense Template update to include categories

Sarah H
Apr 3, 2022 1:49 PM
Joined Jul, 2019 105 posts

Does the expense upload template need to be updated to include categories?

Chris Hynes
Apr 4, 2022 7:13 PM
OR Team Member Joined Oct, 2012 1348 posts

Yep, we've got an update in the works to include Category in the import as well. In the meantime, you can use the batch categorization feature  on the expenses grid to apply categories.