Import or Export Expenses

Overview

With MobiWork's powerful import and export functions, you can efficiently manage a large volume of expenses in just a few steps. Whether you need to bring in bulk expense data or export it for external analysis, this feature offers unmatched flexibility.

Not only can you easily import or export expenses, but you can also make necessary edits to multiple records before re-importing them back into MobiWork, ensuring that your data is always accurate and up-to-date.

Enhance your expense management process and keep your financial records in perfect order.

Table of Contents

How to Access the Page

You will be able to access the import and export features from the Expenses feature page. For more information on how to access this page, please see the Expenses List section.

Once you are on the Expenses feature page, click on the More Actions button, and from the drop-down select your desired option:

Import From Excel

You can import expenses from your Excel document. Please note that to import the expenses correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

You can use this method to upload multiple expenses at once.

Please note that:

Headers marked with an asterisk (*) are required.
Headers marked with two asterisks (**) are conditional and are required if specific criteria are met.

Once you have entered the expenses in the Excel document correctly, you can upload that document to MobiWork.

First, access the Expenses feature page. Please see the Expenses List page for more information on how to access this page.
When you are on the Expenses feature page, select the More Actions button and from the drop-down click on the "Import From Excel" option:

Upload your Excel file to the drag & drop feature and then click on the Import button:

You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Export to Excel

To export this file from the Expenses feature page:

Select the expenses that you would like to export to Excel:

Please note that if you would like to export all your expenses into Excel you can click on the topmost checkbox (Multiple Selection Area) located under the tabs. Likewise, if you do not select any entries ALL records will be exported:

Click on the More Actions button and from the drop-down menu select the "Export to Excel" option:

The Excel file will automatically download, and you will be able to locate it in your computer's Download folder:

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!