Import Card Statements into Expense Claims

Expense claims are a grey area for many businesses despite the basic principle behind how they work. It has always been one of the problem areas Timesheet Portal addresses, as we are well aware that companies lose thousands every year due to inefficient expense claim processes. As with the rest of our features, we never stop improving the quality of this module, seeking to create smoother and quicker experiences for our clients.

In the latest edition of Timesheet Portal, we have added an extra touch to the support we provide for expense claims. To minimise the administrative work that often leads to errors, we have introduced an additional layer of automation. Instead of saving and manually submitting physical receipts, users of our platform now have a new way to expedite the process. Combined with the accessibility we offer, we expect to save you a lot of hassle moving forward.

Import Card Statements Instead of Receipts

Starting today, save even more time with our latest feature that lets you import statements directly into your expense form. Our statement importer is designed for various types of card statements, allowing you to choose whether to import negative values, positive values, or both, and it will automatically detect the fields, making the process quick and easy. This feature is automatically enabled for all expense forms. Simply click the Import Statement button in the footer of your expense form and upload your CSV.

Once uploaded, we will automatically generate entries for each one of your card statement lines, saving you lots of time!

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.