Visit the Team Dashboard here!

Do you have specialized Expense Categories for your Team? Now you can bulk import them into Everlance! Here's how:

Step 1: Create a CSV or an Excel file with the Categories you would like imported into Everlance.

Pro Tip: Label the first cell (column A, row 1) "Categories" or another memorable name for easy importing.

Step 2: Click on the Settings tab on the Team Dashboard.

Step 3: Go to the Categories tab.

Step 4: Click + BULK.

Step 5: Click or drag and drop the CSV or Excel file into the box and press START UPLOAD to import the Expense Categories.

Make sure the Column Name matches the first cell (column A, row 1) in the CSV or Excel file.

The Expense Categories can now be managed from this section. 

Use the SORT or Search features to organize and locate specific Categories.

Hover over the Category name to update it before clicking the SAVE button, or click the trashcan icon to remove it completely.

Please note that Team Members will have to close and reopen Everlance to see the updated Categories. Have questions? We'd love to hear from you! Email us at support@everlance.com. 

Visit the Team Dashboard here!