--- title: Add New Template - General description: Create a new template for transactions import in ExpensePoint. --- [Back to home](https://support.expensepoint.com/migrated) - [ Overview ](https://support.expensepoint.com/migrated/overview) - [ Introduction ](https://support.expensepoint.com/migrated/overview#introduction) - [ Get Started ](https://support.expensepoint.com/migrated/overview#get-started) - [ User Interface Familiarization ](https://support.expensepoint.com/migrated/overview#user-interface-familiarization) - [ Initial Configurations ](https://support.expensepoint.com/migrated/overview#initial-configurations) - [ Receipt Management ](https://support.expensepoint.com/migrated/overview#receipt-management) - [ Manage Expense Reports ](https://support.expensepoint.com/migrated/overview#manage-expense-reports) - [ Approval Workflow and Policies ](https://support.expensepoint.com/migrated/overview#approval-workflow-and-policies) - [ Reporting and Analytics ](https://support.expensepoint.com/migrated/overview#reporting-and-analytics) - [ Advanced Settings ](https://support.expensepoint.com/migrated/overview#advanced-settings) - [ Add-On Features ](https://support.expensepoint.com/migrated/overview#add-on-features) - [ Support and Assistance ](https://support.expensepoint.com/migrated/overview#support-and-assistance) - [ User ](https://support.expensepoint.com/migrated/user) - [ Expense Manager ](https://support.expensepoint.com/migrated/user#expense-manager) - [ Submitters and Approvers ](https://support.expensepoint.com/migrated/submitters-and-approvers) - [ Profile ](https://support.expensepoint.com/migrated/submitters-and-approvers#profile) - [ Expense Manager ](https://support.expensepoint.com/migrated/submitters-and-approvers#expense-manager) - [ Approver ](https://support.expensepoint.com/migrated/submitters-and-approvers#approver) - [ Admins and Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting) - [ Transaction Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#transaction-manager) - [ User and Group Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#user-and-group-manager) - [ Workflow Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#workflow-manager) - [ Settings Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#settings-manager) - [ Policy Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#policy-manager) - [ License Administrator ](https://support.expensepoint.com/migrated/admins-and-accounting#license-administrator) - [ Automation Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#automation-manager) - [ Xporter ](https://support.expensepoint.com/migrated/admins-and-accounting#xporter) - [ Analysis Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#analysis-manager) - [ Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting#accounting) - [ Help Docs ](https://support.expensepoint.com/migrated/help-docs) - [ Mobile App ](https://support.expensepoint.com/migrated/help-docs#mobile-app) - [ Knowledge Center Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos) - [ English Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos#english-videos) - [ Vidéos en français ](https://support.expensepoint.com/migrated/knowledge-center-videos#vidéos-en-français) # Add New Template - General Under the** Genera**l tab, you will find 3 main sections:  - General  - Billing  - Options   The** General **section allows you to enter the **Template Title **and select the** Import Type** for it.   **Template Title** - you can give a title to your template by picking the credit card processor first from the drop down menu, and then typing the name for it. Choose names that are easily distinguishable in case you have multiple cards/accounts.  The ExpensePoint™ app currently supports:   - American Express  - Ameris Bank  - Bank of America  - Barclays  - Central Bank  - Chase  - Citibank  - Diners Club  - Discover  - ExpensePoint™  - First Horizon  - HSBC  - JCB  - Keybank  - Mastercard  - Plaid  - Visa Wells Fargo     From **Import Type** dropdown choose the corresponding file format for your financial institution:  - AMEX_APA_KR1025  - AMEX_EBILLING  - AMEX_EMEA_KR1025  - AMEX_GL1025  - AMEX_GM1022  - AMEX_GM1025  - AMEX_KR1022  - AMEX_KR1025  - CSV  - DINERS_SDF  - EP_CIF  - EP_PeachStateRoofing  - MASTERCARD_CDF  - TSYS  - USBANK_CAD (CNDA3)  - USBANK_USA(CNDA3)  - VCF     SIC code group and other configurations for each type:   AMEX_APA_KR1025: Employee ID, Account Number-> SIC code group (predefined): Amex SIC - APA KR1025  AMEX_EBILLING: Employee ID, Account Number, Employee Name -> SIC code group options:                                                                                                                     Amex SIC - KR1022/KR1025                                                                                                                    NAICS 207                                                                                                                    MCC                                                                                                                    Amex SIC - KR1022/KR1025  AMEX_EMEA_KR1025: Employee ID, Account Number ->SIC code group (predefined): Amex SIC - KR1022/KR1025  AMEX_GL1025: Employee ID, Account Number, BTA Information ->SIC code group (predefined): MCC  AMEX_GM1022: Employee ID, Account Number ->SIC code group (predefined): Amex SIC - KR1022/KR1025, Region: US, Canada                                                              Europe                                                                                                                                                                     Latin America, Caribbean                                                   Asia Pacific                                                  Japan  AMEX_GM1025: Employee ID, Account Number ->SIC code group (predefined): Amex SIC - KR1022/KR1025, Region: US, Canada                                                                                                      Europe                                                                                                                                                                    Latin America, Caribbean                                                   Asia Pacific                                                    Japan                                                                                                                                                                      AMEX_KR1022: Employee ID, Account Number, BTA Information ->SIC code group (predefined): Amex SIC - KR1022/KR1025  AMEX_KR1025: Employee ID, Account Number ->SIC code group (predefined): Amex SIC - KR1022/KR1025  **CSV  ** DINERS_SDF:  Employee ID, Account Number->SIC code group (predefined): MCC  EP_CIF:  Employee ID->SIC code group (predefined): MCC   EP_PeachStateRoofing: Employee ID->SIC code group (predefined): MCC   MASTERCARD_CDF: Employee ID, Account Number->SIC code group options:                                                                                                                             Amex SIC - APA KR1025                                                                                                                              NAICS 207                                                                                                                              MCC                                                                                                                              Amex SIC - KR1022/KR1025  TSYS:  Account Number->SIC code group (predefined): MCC   USBANK_CAD (CNDA3): Employee ID, Account Number->SIC code group (predefined): MCC  USBANK_USA(CNDA3):  Employee ID, Account Number->SIC code group (predefined): MCC  VCF:  Employee ID, Account Number->SIC code group (predefined): MCC    Under the** Billing** section you can set up the** Billing Model** and the **Payment Type**.  From the **Billing Model** choose from the dropdown one of the options:  - Company paid card  - Company paid card (personal expenses must be expensed)   - Employee paid card  The **Payment Type** is generally set to **Employee Paid.** Learn more about **Payment Types**      Under the **User Association** section, you will need to enter:  **Data Column** - dropdown for the column field selection of the user mapping (from the imported data). Generally, the data is mapped by** Employee ID**. For some import types, it can be by **Account Number **or **Employee Name** (e.g. AMEX_EBILLING)   To further specify the user details, select the corresponding option from the **User Defined Field** that will come along the **Data Column **on the imported file.  Under the **Options **section, you can check the box along the following:  - Make template available to all users   - Allow administrators to view all unexpensed data  - Automatically import data  - Only allow unique file names  - Automatically create expenses  If you check the box for** Automatically import data**, you will notice a new tab appearing at the top of the **Template Editor**. This means that you will need to enter additional details to set up the** SFTP** for the automatic file import.  ![A screenshot of a computer Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-07-43-34-2248-PM.png?width=595&height=527&name=undefined-Dec-31-2023-07-43-34-2248-PM.png)   Watch the video below about the **General** tab when **Adding a New Template**.