How to create expense codes in bulk through a file upload ?

You can create expense codes in bulk by uploading a CSV, XLS, or XLSX file.

File upload can be used for creating a maximum of 500 expense codes at one time. For creating more than 500 expense codes please upload multiple files.

Here is how you can create Expense Codes through file upload from your Ola Corporate Dashboard:

Step 1: Access the Ride Tags Screen from the dashboard and select Add File option from the top right corner of the screen.

Step 2: On the Bulk Expense Code Creation screen select Download sample file (Step 1 )

Step 3: Read instructions carefully and select 'I have read the instructions' to download the sample file.

Here is how the sample file would look like?

That’s it simply add the following details for the new expense codes and upload the file.

Expense Code name

This is the name that will be displayed to employees on their app for booking corporate rides. We recommend that the name should be small to display properly on the app and it should be a unique name for every code. This field is mandatory.

Start Time

Please provide a date  and time (format is dd/mmm/yyyy hh:mm)  when you wish the expense code to be active. Employees will be able to view the code 7 days before this date and can use it exactly after the allotted time. This field is optional. Employees can use Expense Codes through Ride Later functionality.

End Time

Employees cannot use or view the code on their app after this time. This field is optional if not added employees would always see the code on their app till the total number of permitted rides is reached. (format is dd/mmm/yyyy hh:mm)

Total Permitted Rides

You can set the maximum number of times an employee can use this code. As soon as the employee makes use of the expense code for booking these many rides we will deactivate the code on their apps. This is an optional field and If the expense code is assigned at group/corporate level - the total permitted rides is per user. So each employee in the group/corporate would allowed to take Permitted no. of Rides.

Here is the sample upload confirmation screen:

You can easily download the error file to correct the error entries and reload the file.