Within Natural HR there exists the ability to bulk upload various data around your employees and the configuration of the Natural HR system. This includes the ability to bulk upload Expense Categories which can be used in the Expenses module and is useful to avoid potentially laborious data entry. For more information on Expenses click here.
To bulk upload expenses go to:
Administration > Company > Bulk Upload
Click on the 'Expense Categories' icon under the 'Non-Core Data' heading.
This bulk uploader accepts a CSV (Comma-Separated Values) file formatted with the correct columns. Click on the 'Download CSV Model' link to download a CSV template which you can use as an example of the required format, and a basis on which to build your own CSV file. The order of the columns and the column headings in Row 1 should remain as-is when building your file.
The columns in this file match the fields used when manually adding an Expense Category under:
Administration > Company > Settings > Expenses > Expense Categories
The fields on this page can be used as a guide to the columns in the CSV file. Uploaded expense categories are made active by default.
Once you have prepared your file, click the Browse button to locate it on your computer and then the Submit button to submit it.
If you have yet to set up a CSV to Bulk Upload into Natural HR, the attached guide will outline what to include to get you started.