Key Steps
1. Open the Expense Import Template 0:03
Locate and open the expense import template that you initially imported.
Identify the specific expense you want to change.
2. Locate the Bill ID 0:21
Find the Bill ID associated with the expense you wish to update.
Note that the Bill ID is a unique reference for each expense transaction.
Note: The Bill ID field acts as a unique expense transaction reference ID.
3. Update Values in the Template 0:34
Change the values in the columns you want to update in the template.
Ensure that you enter the same Bill ID as the expense you want to modify.
4. Re-import the CSV File 0:48
Save the updated CSV file.
Re-import the CSV file into VR Trust.
The existing expense transaction will be overwritten with the new values you entered.
5. Verify the Update 1:00
Check the expense account to confirm that it has been updated to reflect your desired changes.
Cautionary Notes
Always double-check the Bill ID to ensure you are updating the correct expense.
Make sure to save a backup of the original CSV file before making changes.