Britixo CRMBritixo CRM Enterprise Help Centre
How-to guide

Import expenses

Prepare and validate expense data for controlled bulk import.

Audience: AdministratorFeature: ExpensePermission-aware
Feature pathExpenses → Import
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this feature does

Prepare and validate expense data for controlled bulk import. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

  1. Open Expenses → Import and download or review the expected import format.
  2. Create a small clean test file using the required column names and date/number formats.
  3. Remove formulas, duplicate rows and unsupported formatting; save in the supported CSV format.
  4. Upload the file and map or confirm columns where prompted.
  5. Review validation results before committing the import.
  6. Import the test rows and inspect the resulting records for ownership, status, currency and custom-field accuracy.
  7. Proceed with the full file only after the test is correct, then retain the import result for audit.

Important fields and decisions

CategoryConfirm this information is accurate and appropriate for the record.
Date and amountConfirm this information is accurate and appropriate for the record.
TaxConfirm this information is accurate and appropriate for the record.
Payment modeConfirm this information is accurate and appropriate for the record.
Customer or projectConfirm this information is accurate and appropriate for the record.
Billable and receipt settingsConfirm this information is accurate and appropriate for the record.

Checks before completion

  • Attach evidence where required.
  • Mark billable only when the customer should be charged.
  • Check currency and tax before saving.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentexpensechecktaxcurrencyapprovalserviceclient portalnotificationscustomers
Import and organise invoice items →Convert a billable expense to an invoice →Configure expense categories →Use bulk PDF export →Send overdue invoice notices →