How do I upload cost codes to Cardlay Expense?

For Administrators and Expense Managers

If you are an Administrator or Expense Manager, you can upload cost codes for your company.Once uploaded, these codes can be used to enrich expenses.

Importing your company’s cost codes

1. Click on Settings in the side menu

   

2. In the dropdown menu, click Cost codes.
   

3. In the top-right corner or in the middle of the page, click Import cost codes.

4. A side panel opens, where you can download the Excel template needed to upload your company’s cost codes.
   

5. Fill out the template and save it in the required format (.xlsx). 

• Note: The Excel file contains instructions on how to structure your cost codes. It is important to follow these guidelines to ensure a successful upload.

6. Upload the completed file and press Save cost codes.

After upload

• The uploaded cost codes will now appear in the web application, under Cost codes.
   
• Your company can now use these cost codes to enrich their expenses directly in the mobile app and web application.