How to bulk import expenses for team members

Bulk importing expenses allows company admins (with the right permissions) to integrate approved expenses, ready for payroll processing, from external expense software into Remote.

Only company admins with the permission to review and approve expenses have access to this feature. 

See also: What can the different company admin users do on Remote?

How to bulk import team expenses

1. Go to the Expenses tab and click the Add Expense button at the top right-hand corner of your screen.
2. Download the CSV template, which has all the necessary fields and ensures correct formatting.
3. Fill in the following fields:
   • employee_email: The employee's email registered with Remote. You can find this on the employee’s profile.
   • short_slug: The Employment ID, found on the employee’s profile. i.e. ZS8FJ9. 
   • title: A brief title for the expense.
   • expense_date: The expense date (YYYY-MM-DD; no earlier than 2 years ago).
   • currency: Use the 3-letter ISO code (e.g., USD, EUR).
   • amount: Total amount (including tax), (e.g., $10,640.00).
   • tax_amount: Tax portion of the expense (0 if not applicable).
   • notes: Additional comments (optional).
   • receipt_url: public URL linking to the receipt image.
4. Remove support column and rows.

Upload and review spreadsheet

1. Download the filled out sheet as a CSV file. To upload this file to Remote, drag and drop the file into the upload section and click on Continue.
2. After uploading your prepared spreadsheet, you can double-check all the information to ensure accuracy, fix errors flagged by the system or just continue with valid entries.
   
   
3. To edit an expense before submission, click the three dots icon to open it in a side drawer.
4. Once you're satisfied with the details of the expense, click on Continue.
   
   
   
   
5. Review and ensure all the details are correct, then confirm the submission. Export error logs for failed records to update and re-submit as needed.
6. Once the expenses have been uploaded, if for any reason bulk expenses require edits, revisions or you need to delete them, please reach out to us.