Importing & Exporting Expenses in CRMLEAF

Importing Expenses

CRMLEAF enables you to import multiple expense records in one go, which is especially useful for:

• Migrating from other platforms
• Entering historical records
• Bulk monthly entry uploads

Steps to Import:

1. Go to:
   Work > Expenses > Import Expenses
2. Prepare your file in .xls, .xlsx, or .csv format.
   Ensure columns match the sample format
   Use date format: YYYY-MM-DD (e.g., 2022-04-21)
3. Upload the file, review field mappings, and confirm the import.

Use case: Ideal for finance or admin teams handling centralized records.

Exporting Expenses

Expense data can be exported for:

• Accounting and audits
• Management reporting
• Sharing with stakeholders
• Offline records and backups

Steps to Export:

1. Navigate to:
   Work > Expenses
2. Apply filters as needed (employee, project, date, category)
3. Click the Export button:The data will be downloaded in .xlsx format

Exported Fields Include:

• Item Name
• Purchase Date
• Price
• Currency
• Employee
• Linked Project
• Expense Category
• Description
• Vendor
• Bank Account