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      Import / Export Expense Cards

      Introduction

      You can streamline your expense module setup in Lentune by importing Expense Cards from a spreadsheet.

      Export Expense Cards

      1. Export a Template
        • Go to Expense > Cards.
        • Click on Import / Export.
        • Select Export.

      This generates an .xlsx file that you can use as a template.

      Import Expense Cards

      1. Import Your Data
      Once you've populated the template with your data, it's time to import it.
      • Go to Expense > Cards.
      • Click on Import / Export.
      • Choose Import.
      On the Import Expense screen:
      • Browse for your prepared file or drag it to the designated box.
      • Click Import.

      You'll receive a confirmation message stating Import successful.

      Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.

      Thank you. We love to hear from you!

      Last updated: 21 September 2023