1. Download the CSV Template 0:03
Navigate to the expense page in VR Trust.
Select the option to import expenses.
Download the provided CSV template.
2. Structure the CSV for Multi-Line Expenses 0:23
To import a single expense transaction with multiple expense lines, add multiple, consecutive rows to your CSV file while repeating the same header-level values on each row in each of the following columns: 0:37
Issue Date
Payment Date
Description
Status
Bank/CC account
Contact
Bill ID
Currency
3. Complete Line-Level Details 0:55
Fill in the remaining fields for each row, which can differ:
Listing
Reservation
Line Description
Expense account
Bill to Owner
Applied amount
Markup
Markup Tax
4. Save the CSV File 1:11
After entering all details, save the CSV file.
5. Import the CSV File 1:19
Select the date format specified in the template.
Upload the saved CSV file to VRTrust.
Select the file and open the import expenses option.
6. Verify Import 1:29
Confirm that the multi-line expense has been successfully imported into VR Trust.
Tips for Efficiency
Use copy-paste for the first eight columns to maintain consistency across rows.
Review the CSV file for any errors before importing to save time on corrections.