Importing Direct Costs

Streamline your financial management by importing direct costs with this easy guide. Follow the steps to efficiently upload cost data, ensuring accuracy and saving time. Use the downloadable template for simplified data entry. Enhance financial operations with this valuable resource.

Step By Step Guide

1. Click "Finance" on the Plexa Dashboard

2. Click "Direct or Indirect Costs" in the Finance Menu

3. Click "Create"

4. Click "Import Direct Costs" from the Dropdown

5. Click "Download the Direct Cost Import Template"

6. Click "Complete template and save"

7. Click "Attach File or Drag and Drop" to add Documents

8. Click "Import"

Video Tutorial

For a visual guide, please watch the tutorial below