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How to import Income & Deduction expenses through excel ?

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Ans.1

1. Firstly, Go  to Data Entry > Expense Import - Excel. Press Enter.

2. An expense import-excel window will appear. Click on Create Template.

3. A directory window will appear in which user will select the location where user wants to save excel.

4. Then click on Ok.

5. After following the above steps excel get exported on selected location.

Now, the user needs to enter the employee wise expenses details according to the requirement in exported excel file then save it on the same location.After saving the file  the user needs to follow the below process to import expense details from excel:   

1. Go  to Data Entry > Expense Import - Excel. Press Enter.

2. An expense import-excel window will appear. Click on Browse tab.

3. A directory window will appear in which the user has to select the excel which is exported from the software.

4. Then click on Select.

5. In order to import file user needs to click on Import tab.

6. After following the above steps a message window will appear "Expense import successfully".


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