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Import Projects and Tasks into Access Expense

You can import projects and tasks into Access Expense as follows.

  1. From the expense home screen, click the Settings tab.

  2. Click Costing import option.

  3. On the right-hand side of the screen, click Download both project and task templates.

  4. Fill in the template.

  5. Save the template to a location on your computer.

  6. Next to either the project or task, click Browse.

  7. Browse to and select the template file saved earlier.

  8. On the right, to check the content of the template is correct, click Validate.

  9. On the right, click Import to add the projects or tasks to the database.

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