How to 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.