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. In this guide, we'll walk you through the process of importing expenses into Lawcus.
To import the expenses data file:
Click on your avatar icon in the top-right corner. From the dropdown menu, select "Settings."
Within the Settings menu, navigate to the "Apps and Integrations" section. Locate and click on "Export & Import."
In the Export & Import section, you will find various tabs related to importing different data types. Look for the "Expenses" tab. Click on it to import your expenses data.
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.
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.
By following these simple steps, you can smoothly import your expense data into Lawcus, ensuring that your financial records remain accurate and organized as you make the transition to our platform. If you encounter any issues or have questions during the import process, please get in touch with our support team for assistance.