Expenses import auto generate values

Hosted • invoicing.co | v5
1

Hello,

I’m importing my expenses from a CSV but the Values in the columns get ignored when imported if they don’t already match an existing value.

Is there a way to audio create those values based off what is in the Field? ( fintable import)

also if I import again does it prevent duplicates?

Thank you!

2

Hi,

Sorry, I don’t understand what you mean. Can you please explain in more detail?

The app won’t automatically prevent duplicates.

3

yes,

So my Fintable export has categories listed of what type of expense they are and what vendors are used. etc.

But when i import into IN the system leaves those items blank if i haven’t created them in the vendor list or in the type of expense list prior during the import.

My wish was that it will auto create vendors based off their name only and categories based off what shows up on the list that is imported.

4

Thanks, understood.

It isn’t currently supported, feel free to create an issue on GitHub to request the feature.