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Import your expense receipts
Import your expense receipts

Centralise all your purchase receipts.

Camilla avatar
Written by Camilla
Updated over a week ago

First of all:

  1. Open the Menu at the top right

  2. Click on Import

  3. In the Expenses section, select Tickets

Import expense tickets

You can import tickets issued in the current year or in other years. To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply download, fill in and upload again to the platform.

1. Download the import template

  1. Open the import modal as explained above.

  2. Download the CSV/Excel template to view the import format

  3. Open the downloaded document to be able to work on it.

2. Fill in the template

Fill in the fields below. Those that are essential are marked with an asterisk (*).

Invoice no.*.

Include on each line. We recommend you follow the sample content.

Date dd/mm/yyyy*

Enter in dd/mm/yyyy format.

Expiry date dd/mm/yyyy*.

After this date the ticket will change status to Holded.


Additional information about the ticket

Name of contact person*

Include the supplier issuing the ticket


It is important to include this field to relate the ticket to the contact


Add the billing address of the contact


Location of the contact's address

Zip/Postal code

Add the postcode of the contact address


Region where this address is located


Country to which the address belongs


Include the names of the products (one per line)

Product description

Additional information of the product entered


Add the SKU of the products

Unit price

Enter the price per product, excluding tax

Units* Add the number of units

Add the number of units so that Holded can perform the calculation

Discount % off

Add the discount for each product per line

Tags separated by -

Tags to organise your documents. Use a hyphen(-) to separate them.

Payment account

Accounting account where the customer's payment has been made.

Expense account name

Customised name where your tickets from the same account will be grouped.

Expense account number

Add the expense account for a correct accounting. You can find the numbering corresponding to the expense or purchase account from Configuration > Invoicing > Preferences.


Specify the currency of the ticket

Change currency

Include it if you want to keep the change of the document.

In case you leave blank lines, the template will not be imported. It is important to add the data without leaving space and in a correlative way, as different lines cannot be combined.

3. Upload the template information

  1. From Import, go to Expenses> tickets again.

  2. Click on Import

  3. Click the Upload file button

  4. Select the spreadsheet with the completed fields that you have previously saved.

  5. Confirm the action

I would like to receive personalised help

If you would prefer our Import team to give you a hand with the preparation of your files, at Holded we have a team of experts who can advise you and carry out the import for you.

Our team will assist you with the preparation of your journal, sales and purchase invoices, contacts, accounts and products. They will also help you to detect errors, correct them and organise each of your files.

This will ensure that all your business information is transferred correctly and give you peace of mind that the import will be successful.

To find out more about the service and pricing, please email us at [email protected].

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