How do I import VAT record data?

After you have filled in the empty VAT record export template and saved it as a .csv file, you can import the new data in bulk into Capture Expense. 

 

Before you begin...

To help you prepare your import template file, export the template from Capture Expense without including any data records. Fill in the relevant information. 

To import vat record data

1. Navigate to the VAT Records page. 
   Go to Setup> Overview> Vehicles & Rates or Setup> Vehicles
2. Select Import from the Actions menu.
   
   The Vat Import page appears. 
   
3. Follow the instructions. 
4. Upload the completed Vehicles template by clicking the Find File field and locating the .csv file.
   
5. Click the Import button. A message appears stating that the import is successful. And the new data has been imported.