How do I overwrite my existing cost code setup?

For Administrators and Expense Managers

If you are an Administrator or Expense Manager, you can overwrite your existing cost codes set up for your company. Once overwritten, the new codes can be used to enrich expenses.

Overwrite existing cost codes

1. In the side menu, click Settings.

   
    

2. In the dropdown menu, select Cost codes.
   

3. In the top-right corner, click Import cost codes.

4. A side panel opens up, click the Overwrite existing cost codes tab

5. Download the excel template 

   

6. 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.

   

7.  Upload the completed file and press Save selection to overwrite the existing cost codes. 

After upload

The new 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.