Import Multiple Expense Categories

Looking to streamline your team's expense tracking? Now, you can easily bulk import expense categories into Everlance! By doing so, categories will automatically appear pre-populated in your team members' accounts, making it more efficient than ever for them to assign a category to their trips and expenses.

To learn how to upload multiple expense categories, follow the steps below: 

Step 1: Log in to your account on the Team Dashboard.

Step 2: Click on 'Team Settings'. 

Step 3: Click on 'Categories'.

Step 4: Click 'Upload Multiple' from the top right corner of your screen. 

Step 5: Create a CSV or Excel file containing the categories you want to import into Everlance. For a pre-formatted template that the Team Dashboard can recognize, click 'Download CSV template'.

Step 6: Click or drag and drop the CSV or Excel file into the box and click 'Upload File' to import the Expense Categories.

Your Expense Categories should look similar to the screenshot below: 

Please note that Team Members will have to close and reopen Everlance to see the updated Categories.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.