Need an option to import expense data into Replicon

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  • Idea
  • Updated 2 years ago
  • Not Planned
  • (Edited)
Can you import credit card statements directly to webexpense? This link says you can but I can't find the functionality on Gen3. http://www.webtimesheet.com/customer-zone2/kb-2929

(Originally posted by jessica.hoffman)
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Posted 4 years ago

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Hi Jessica,

We currently don't have a built in tool to import expenses similar to Gen2. We will raise this as an suggestion to our product management team.

Thanks,
Lingaraj


(Originally posted by Lingaraj Dharwad)
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I'm just confused why you would have this feature for an older version (Gen 2), but not the newer version of Replicon (Gen 3).

(Originally posted by jessica.hoffman)
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Hi Jessica,

This I am sure is being worked upon by the product management team and is in the pipeline. At the moment I don't have an ETA to provide.

Thanks,
Lingaraj


(Originally posted by Lingaraj Dharwad)
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This reply was created from a merged topic originally titled Import credit card statements for expenses in Gen3.

According to this link, we should be able to import credit card statements for expenses. But I'm unable to find this functionality in “Gen 3.” Could you give me directions on how to do this? Thank you http://www.webtimesheet.com/customer-...

(Originally posted by jessica.hoffman)
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Steele, Jonathan

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This reply was created from a merged topic originally titled expense import.

We would like the ability to uploads date into the system
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Lingaraj Dharwad, Product Champion

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Hi Jonathan,

Thank you for using Replicon community,

We have merged your question in this post and our product management team will review and reply shortly.

Thanks,
Lingaraj
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JJ

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We are also interested in the ability to import expenses via Excel spreadsheet.  Any update on addressing this need?
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Souza, Charlie

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Same here. I have tons of transactions carefully detailed in Excel. It would be a lifesaver to have them imported instead of typed in one-by-one.
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Aashnee Kamboj, Community Moderator

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Hi All,

Currently this update is not planned. However, please be rest assured that this feature has been updated in our roadmaps and in case of any progress this thread will be updated

Thanks,
Aashnee