This is how to import multiple expenses for various properties from Excel:
You can sometimes get a bulk invoice for multiple small jobs done by a supplier on various properties. In SleekTech you can easily import the sheet so each expense is allocated to the correct property.
Prepare your sheet for import.
- On the main ribbon go to Maintenance.
- Click Import Expenses.
- Click Export Template. This will open an Excel sheet with the correct columns to fill out.
- Following is a list of all possible fields. Mandatory fields are in red.
- Property Code. This is the property code found in the property window. This is how we will know which property to allocate every expense to.
- Supplier Code. This is the supplier code found in the supplier window. This is how we will identify who the supplier is.
- Account Ledger. This should be one of your existing property expense ledgers, i.e.. Repairs & Maintenance. (See more on managing your account ledgers)
- Amount. The expense amount.
- Invoice date.
- Description.
- Invoice number.
Import the sheet.
- On the main ribbon go to Maintenance.
- Click Import Expenses.
- Browse for your sheet by clicking the Browse button or drag it in.
- Click Next.
- If everything is green it means your data is good. Click Next again.
- When complete click Finish to exit the window.
- All expenses will have been imported and allocated to the related proeprties.