Lawcus makes it easy for users to seamlessly import their expense data when transitioning from other SaaS providers, especially from practice management and accounting software. This ensures that your bookkeeping history remains organized and uninterrupted.
Steps to Import the Expenses Data
Click on your
Avatar Icon, selectSettingsfrom the dropdown.Navigate to the
Apps and Integrations. Expand and click onExport & Import.Within the
Export & Importsection, click on theExpensestab.
On the Expenses tab, you will see an option to upload your expenses data. Click the outlined shape or button to initiate the data upload process. You can also drag and drop files to initiate the import.
Note: For your convenience, we have prepared a sample file of expense data that is ready to be imported into Lawcus. You can use this sample file as a reference or template to ensure that your data is in the correct format before importing it into Lawcus. Alternatively, click on Download sample file to proceed.