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Add New Template - Columns

How to Add a New Column Template to your Transaction Templates

  1. Access the Add Template Option
    From the Template navigation menu on the left side of the Transaction Manager screen, click Add. 

    Add option in the Template navigation menu in the Transaction Manager

  2. Select the Columns Tab
    At the top of the window, select the Columns tab.

    Template Editor window with Columns tab selected from the upper tab

  3. Configure Report Columns
    Under the Columns tab, set up the report columns to match the format of your imported file. 

    Template editor with set up report columns

  4. Set CSV Properties 

    1. Skip First Row (header): Check this if your file contains a header row, so ExpensePoint ignores it while reading data.

    2. Numeric Values Are Negative: Check this if your transactions are showing up negative on the report.

    3. Delimiter Type: Specify how the data fields are separated in your file. Choose from Comma, Tab, or Semi-Colon.

      Delimiter Type drop down options

  5. Add Fields to Your Template
    Click the Add button at the bottom of the CSV Properties section to start selecting fields for your imported file. 

    Add button selected at the bottom of the CSV properties section

  6. Choose Data Types
    From the Data Type drop-down, select the appropriate column type for each field: 

    1. Currency 

    2. Date Incurred 

    3. Description 

    4. Exchange Rate 

    5. Notes 

    6. Posted Date 

    7. Project Number 

    8. Receipt Total 

    9. Standard Industry Code 

    10. Tax Amount 

    11. Total 

    12. Transaction Identifier 

      Column Editor window open with editable fields for Data Type and Column Number

  7. Date Format Editor 
    For date fields, you may need to specify the exact format using the Date Format Editor to ensure accurate import.
    Column Editor window with an extra field for Date Format Date Format Editor window with multiple fillable fields
    Note: Dates may appear differently in Excel. To view the correct date format, open your CSV file with a text editor like Notes instead of Excel.

  8.  Lock Values to Prevent Editing 
    To disable editing for certain fields, check the corresponding boxes in the Locked Values section. Options include:

    1. Date Incurred 

    2. Vendor 

    3. Payment Types 

    4. Lock All Amounts 

    5. Cost Per Units 

    6. Units 

    7. Taxes

    8. Exchange Rate 

    9. Receipt Total 

    10. Total 

 

 

For a step-by-step visual guide, watch the video below about using the Columns tab when Adding a New Template.