If you would like to import listing expenses in bulk, you can provide a CSV file with the following columns and data. Please contact us with the completed CSV file attached.
Template to bulk import expenses into posting journal
Important:
Rows that have invalid or missing data will fail during upload.
Download the template here.
Template columns explained
- name (expense name)
- category (see list of supported categories below)
- description - max length 256 characters
- amount (in account currency)
- Must be as a numeric value with no commas or special characters.
- For example: enter 1000, not "1,000".
- Must be as a numeric value with no commas or special characters.
- recognitionDate (in year-month-day format)
- vendorId
- expenseShare*: If expense share is not defined, the default split will be 100% attributed to the PMC.
- shareSplit -floating point number that represents the percentage. Do not enter a percentage. For example:
- 0.5 means that the share is 50% between PMC and Owner
- 0.1 means that the share is 10% Owner and 90% PMC
- 0 means that the charge is covered 100% by PMC
- ownerId*
- listingId
- shareSplit -floating point number that represents the percentage. Do not enter a percentage. For example:
* = optional fields, all others are required
Supported categories
advertising
cleaning
damage_waiver
electricity
furniture_appliances
gas
internet
lock_automation
management
mortgage
pest_control
pool_cleaning
property_taxes
repairs_maintenance
supplies_purchases
other_misc
taxes_paid
telephone
television
trash
water_septic
guest_cleaning
owner_cleaning
channel_commission
payment_charge
pet_fee
startup_fee
fotoshoot
vat
insurance
monitoring_surveillance
garden_maintenance
jacuzzi_maintenance
sauna_maintenance
photoshoot
bank_fees
sta_licensing
security
laundry
gardening
guest_compensation
home_improvement
other_expenses
other_income
other_services_ops_assistants
painting
plumbing
refund
refund_security_deposit
rubbish_removal_service
set_up_fee
strata_rates
security_deposit