Bulk Upload - Expenses
The below article is relating to the bulk upload - Mileage Payments which can be found by going to
Administration > Company > Bulk Upload
The Mileage Payments Bulk Upload can be found within the Non Core Data section:
This bulk upload allows you to add mileage reports to the Mileage Payments table, this will update those reports to show as Paid in NaturalHR.
When you load the page the most important parts relating to bulk upload are at the top of the page:
Please note: This will upload one expense claim and should only be used to upload expenses for a single employee at a time.
Employee Field - This field is used to identify which employee you are uploading the expense claim for, it is a dropdown field so you can choose from a list of all employees, this is to ensure there's no chance you accidentally try to upload expenses for an employee that isn't on the system.
Report Name - The name of the report you're creating, this is down to you to decide, the report name could simply be "October Expense Report" or if you have a more complex naming convention that can be used instead.
Currency - The currency that the employee's expenses are using.
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:
This bulk upload has very few columns:
Date - The date on which this expenses claim was incurred. This field is mandatory.
Vendor - The Vendor for this expense claim. This field is optional.
Value - The cost of this expense. This field is mandatory.
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