Setting Up Events

The event list is an optional, secondary level of classification that can be helpful for organizing expense reports.

Add A Single Event

  1. Click Events in the left menu under Lists
  2. Enter the event name in the Event Name field.
  3. Add an optional description for the event in the Optional Description field.
  4. Click the Save button.

Note: The default event (Unclassified) cannot be edited or deleted.

Import an Event List

  1. Click Events in the left menu under Lists.
  2. Locate and click the blue add many… link.
  3. On the following page download and open the import file.
  4. Add event names to the file in column A.
  5. Column B is for an optional project description.
  6. Check the box next to Check for duplicate projects before adding if you already have events in your list in order to avoid creating duplicate entries.
  7. Check the box for the header row if you are using the template file and did not delete the first row with table header information.
  8. Click Browse, navigate to your saved file, and click Open.
  9. Click the Import button.

Note: The system may reject your import due to errors in the formatting and/or data of the spreadsheet. Please do not hesitate to contact us for assistance with the process. We are here to help!

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