Table of Contents
Bulk Importing Plant Expenses
Managing Plant and Assets also means managing their costs and expenses.
In Prestartr you can bulk import expenses to your Plant Register - as a once off or as an ongoing procedure - up to you.
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Before we import your Plant Expenses…
To successfully import content into Prestartr using a spreadsheet, it's important to ensure your data is accurate and properly formatted.
Prestartr will provide helpful error messages to guide you if there are issues with the uploaded data.
Here are some common ones and how to resolve them:
Invalid Total Costs:
Make sure the value is a number and doesn't include symbols like $ or text.
Leaving the field empty can also cause this error.
Invalid Plant:
Double-check that the plant name matches exactly.
For example, 'Prestartr Basic Plant1' may not exist or be misspelled.
Missing Invoice Date:
An invoice date is required for each Plant Expense.
This error is seen for both the Invoice Date and Payment Date columns.
Invalid Invoice Date Format:
Dates should be in the format dd/MM/yyyy or d/MM/yyyy.
This applies to both the Invoice Date and Payment Date fields.
Download and Upload
Download the Template
From the Plant module, click the Import/Export button in the upper right corner.
From the list of available options, click Import Plant Expenses Sample.
This will download the sample file.
Upload your data
When your data is ready to upload, click the Import/Export button again.
Click Import Plant Expenses. Select your file and it will upload.
If Successful you will receive an acknowledgement - if it Fails a document will download automatically with a listed error.
When inputting your data into either your own CSV file or the sample file provided, the following information may be helpful:
Required Fields
- Name
- Invoice Date
- Cost Total
- Payment Date
Optional Fields
- ID
- Invoice Number
- Cost Type
- Supplier
- Payment Method
- Misc
- Comments