After uploading your Bulk Import, if the system detect errors in the file an Error Report will be generated. This guide explains what those error messages mean and how to fix them quickly.
📅 Start Date
Description
The date when the activity or spend transaction begins.
Potential error messages
"Start date is missing""Start date is not a valid date""Start date cannot be after End date"
How to fix it
Make sure the field is not empty.
Use a dates recognizable format (MM/DD/YYYY ,DD/MM/YYYY,YYYY-MM-DD etc.)
Check your language settings as a different language will change the format required
Check that the Start Date is earlier than the End Date.
📅 End Date
Description
The date when the activity or transaction ends.
Potential error messages
"End date is missing""End date is not a valid date"
How to fix it
Use a date recognizable format (MM/DD/YYYY ,DD/MM/YYYY,YYYY-MM-DD etc.)
Check your language settings as they will change the format
Fill the blank fields
📍 Location
Description
The name of the location where the activity takes place. It must match an existing location in the system.
Potential error message
"Location with name '[name]' doesn’t exist in the app. Correct the name or create a new location '[name]' on the Company page"
How to fix it
Double-check the spelling.
Use a the exact location name already listed in the app (case insensitive e. g. "New York Office" will work as same as "new york office")
If needed, create the location on the Company page.
💰 Price
Description
The cost of the item or service. This must be a positive number, without any letters or symbols.
Potential error messages
"Price is missing""Price is not a valid number"
How to fix it
Make sure you've entered a number greater than zero.
Do not include symbols (e.g., enter
100instead of$100)Make sure numbers are formatting as "number" and no "text"
Check your language settings:
Ex:
One thousand in English - US is 1,000
One thousand in German, Spanish or French is 1.000
💱 Currency
Description
The type of money used (e.g., USD, EUR). It must match a known currency in the system.
Potential error messages
"Currency is missing""Unknown currency"
How to fix it
Enter a common 3-letter currency code like
USD,EUR, orGBP.Check for typos (case insensitive EUR will work as same as eur)
🏢 Supplier Name
Description
The name of the company or individual providing the product or service.
Potential error message
"Supplier is missing"
How to fix it
Fill the blank cells
Enter a clear, valid name (e.g.,
Green Tech Solutions).
📝 Description
Description
A short explanation of what the item or service is.
Potential error message
"Description is missing"
How to fix it
Fill the blank cells
Provide a simple and clear summary (e.g., "Solar panel installation").
✅ Quick Tips
Check dates format and language setting
Double-check names in the Location and Currency fields.
Don’t leave required fields empty.
Avoid symbols in number fields like Price.
Check Price column is formatting as "number" and not "text"