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.Make sure your data is in the correct format by using the downloadable sample file as a guide.
Click on the
Drop file here, or click to Selectfield to upload your completed CSV file.
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.
Steps to Export 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.You can also export your expense entries for your records. On the same screen, scroll down to the right-hand side and click
Export Expenses.A CSV file containing all of your expense entries will be generated and sent to your registered email address.
You can also export your expense entries from the
Activitiestab. Simply navigate toActivities > Expenses,then clickExportto generate a CSV file of your expense records.
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.