Import employee miscellaneous expenses from an Excel file

Prepare an Excel file for import

  1. Open a blank Microsoft Excel spreadsheet or download the sample file.
  2. Label the first row with the column names shown in the table below.

    Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.

    Make sure that the sheet is labeled as Sheet1.

  3. Enter your data starting from the second row.

  4. Save the file in Excel 97-2003 format (*.xls).
  5. Close the file to enable Sage Construction Management to import the data.

Import the file

  1. Go to Time & Expenses.
  2. In the Timecard and Expense Stats section, select the three-dot menu icon () in the Misc. Expenses row.
  3. Select Import Misc. Expenses From Excel.

  4. Select Choose File and find the file on your local drive.

    The data will be imported automatically.

Microsoft Excel import sample

Download the miscellaneous expenses sample file.

Miscellaneous expenses file fields

Column name / First row Required (*) Field type Comments
ProjectNumber * Text The project number must exist in Sage Construction Management before importing the file.
PrimeContractNumber * Text The prime contract number must exist in Sage Construction Management before importing the file.
ChangeOrderNumber Text The CO number must exist in Sage Construction Management before importing the file.
ExpenseDate * Date

  • Recommended date format: DD-MMM-YYYY

    For example, 15-Oct-2023.

  • US supported format: MM-DD-YYYY

    For example, 10/15/2023.

  • ISO supported format: YYYY-MM-DD

    For example, 2023-10-15.
ExpenseType Text The expense type must match the options specified in Settings > Feature Settings > Time & Expenses > Misc. Expense Types.

For example, Gas, Food, Lodging, and so on.
PaymentType * Text The payment type must match the options specified in Settings > Feature Settings > Time & Expenses > Misc. Expense PaymentTypes.

For example, Credit Card, Cash, Check, and so on.
EmployeeName * Text The employee's display name as specified in the employee's profile page.
PayeeType * Text

Must be set to one of the following values:

  • Employee

  • Payee Company
PayeeCompany Text If the PayeeType is set to Payee Company, then this field is required. The company referenced must already exist in the Contact Management module before importing the file.

For example, American Express, Citibank Visa, Bank of America Mastercard, and so on.
ItemDescription * Text
ItemUnit Text Must be10 characters or fewer. For example, Ea or LS.
ItemQuantity * Number This field cannot be blank or zero.
ItemUnitPrice * Number
ItemResource * Text Options: M, L, E, S, O

If this field is not specified, the default value is O for Other.
ItemCostCode * Text The cost code must already exist in Sage Construction Management before importing the file.
ItemTaxCode Text

The tax code must already exist in Sage Construction Management before importing the file.

You can also leave this field blank.
BillableStatus * Text

Options: Billable, Unbillable, or On Hold.

This field applies only to Cost Plus prime contracts.

Posted February 05, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.