Can users upload expenses in bulk?

Mesh allows users to submit a single expense or add expenses in bulk. 

In addition to saving time, bulk expense uploads support working offline. Users can record expenses in a CSV file while offline, and once they regain access to the platform, they can upload the file and forward the relevant receipts to the company’s mailbox. 

Follow the steps below to submit multiple expenses:

1. Log into the Mesh platform. 

2. Click on the '+' icon and then the 'Add multiple expenses'.

3. Click the 'Upload CSV file', select your file, and wait until the entries are validated. When your expenses are presented, check relevant expenses, select 'Out of pocket' or 'Corporate card', and click the 'Create expenses' button. 

Notes:

• You can download a template and edit/add your expenses. The last column should state 'debit' if you are asking for a reimbursement. 
• If you do not want to upload ALL the validated expenses uncheck one or more.  
• It is possible to sort and scroll up/down (e.g., by date or amount) the validated results. 
• The selection of 'Corporate card' will mark and upload the request as 'non-reimbursable'. A Mesh Administrator can set up the reimbursement policy and decide if both options or just one are displayed. 
• If you uploaded a file by mistake, click the trash bin to delete it and upload a new file. 

4. The uploaded expenses are located under the 'Incomplete' tab of the 'Reimbursements' page. 

4.1 Upload a receipt for each expense request, select a spend category/budget, and type a memo if relevant. You can specify that it is a personal expense which automatically flags it as non-reimbursable. 

Note: Users can use the mentioned template and also forward the relevant receipts to the company’s mailbox. Mesh will automatically match and attach those receipts to the corresponding expenses created after the CSV upload.

4.2 After adding/typing the items mentioned (i.e., receipt, Spend Category, Memo, and required custom fields), you can click the 'Submit' button to send the request to the relevant approvers. Expenses that include all the necessary details will be 'treated' as 'completed' and will move to the relevant tab. You can also checkmark relevant requests and submit them together by clicking the 'Submit expenses (x)' button.   

4.3 If needed, you can delete the expense. 

4.4 Submitted requests undergo an approval process and can be monitored under the 'All' tab.