product updates

New! Expense importing from Excel

Expense importing from spreadsheet is finally here!

An exciting new addition to Craftybase allows you to now bulk import basic details for expenses.

Excel expense importer

This is ideal if you wish to quickly create expense records from summary sources, like bank transaction or PayPal feeds. Once you have your expense in place, it’s now just a case of editing to fill in the line item details about what exactly was purchased. We’ll even flag all expenses imported so that you know which ones you need to edit.

The importer is currently designed to import:

  • Purchase Date
  • Vendor
  • Notes
  • Grand Total
  • Tax
  • Shipping
  • Discount

More details about how to bulk upload expenses, including a sample spreadsheet can be found here: How do I add expenses in bulk?