Bulk Upload - Expense Categories

The below article is relating to the bulk upload - Expense Categories which can be found by going to Administration -> Company -> Bulk Upload.

The Expense Categories Bulk Upload can be found within the Non Core Data section:

This bulk upload allows you to add new Expense Categories to the system, these can then be used when employees create expense claims in order to better define what it is they're claiming an expense for.

Once you've clicked on the Expense Categories bulk upload you'll be taken to this page:

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

 

Editing your CSV

When you download your sample CSV file it will look like this:

Name - The name of the expense category you're adding. This field can contain numbers and letters and is Mandatory.

Code - A short form code to know this expense category by. This field can contain numbers and letters and is Optional.

Tax Rate - The rate at which this expense category is taxed. This field can only contain numerical values and is Mandatory.

Limit - What is the maximum amount that this expense category can be claimed for in one go? This field can only contain numerical values and is Optional.

Limit Currency - The currency of the maximum amount that this category can be claimed for. This field must contain one of the following values:

• GBP
• EUR
• USD
• JPY
• AUD
• CAD
• ZAR
• SGD
• AED
• INR
• THB
• HKD
• PHP
• IDR
• FJD
• KES
• BWP
• BGN
• SAR
• DKK
• MYR
• CHF
• CZK
• CNY
• NZD
• BHD
• EGP
• OMR
• SAR
• XOF
• GTQ
• COP
• SEK
• MXN
• YEN

This field is Optional.

Mileage Type - Is this expense category intended to be used within the Mileage module?

• 1 = Yes
• 0 = No

This field is Optional.

To/From Type - Should this expense category display to/from fields?

• 1 = Yes
• 0 = No

This field is Optional.

Departments - The department(s) to which this expense category is restricted. This field must contain the name of an existing department in HRWize exactly as it is entered. This field is Optional.

Sites - The site(s) to which this expense category is restricted. This field must contain the name of an existing site in HRWize exactly as it is entered. This field is Optional.