You can import project data, hours and expenses in PSOhub. In this article, you will learn how to import expenses.
Understanding import expenses
The functionality of import expenses will allow you to import expense entries related to existing projects.
In order to import expenses you need to use a specific template (see below) which comes with example data to illustrate how to populate the columns
Important guidelines regarding the import project template:
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Your projects, contract lines, expense categories and team members, must have already been created in PSOhub prior to importing the data.
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The Expense Category and Description columns are mandatory fields in PSOhub and therefore must be completed in the Excel sheet.
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The order and the names of the columns should not be modified, doing so can cause issues with importing the data.
Learn how to import expenses
The functionality is located in the Expenses overview.
Choose from the menu Time & Expenses and Expenses:
In the Expenses overview, click on the Import button:
The Upload filled excel template page will appear. To upload your .xlsx file, click in the dotted rectangle.
Once you upload the file, PSOhub will display all the details of your data allowing you to make a final validation of the data and delete, should you need to, one or more records.
To process the imported data, click the corresponding button:
The following message will appear:
Click Proceed. Once the data is processed, the following message will be displayed:
When you click OK, and there was no error in the file, you will be brought back to the Expenses page. If there is an error, PSOhub will indicate what information is incorrect or missing.
