Import Item Expense Accounts - kwentra Help Center

Bulk-load item expense account configurations from a sheet instead of adding them one row at a time.

Business Value

Speeds up setup by importing many expense account rows at once.
Opens the Import to your own finance and cost-control users.
Removes the internal-staff-only restriction on the action.
Shows the Import only to users who can add or edit configurations.
Prevents duplicate rows during every import.

Use Cases

Cost controller bulk-loads expense account configurations for a new property in one import.
Finance user updates many item expense accounts from a sheet instead of row by row.
Administrator grants the add/edit permission so a team member can run the Import.

How It Works

Where: POS → Settings → Item Expense Accounts → Import

The Import action is available to any user who holds the Add/edit Item Expense Account Configuration permission. It no longer requires an internal-staff account.
The Import button appears on the screen only for users who have that permission.
Prepare your sheet and run the Import as usual to load the configurations in bulk.

Duplicate Prevention

Every import is still checked for duplicates, for all users.
If a row repeats an item with the same store and account family, the import is blocked with a message such as “Item x already exists in the import with same store and same account family”.

Note: No new permission is introduced. Access is controlled by the existing Add/edit Item Expense Account Configuration permission, which an administrator can grant to Back Office and cost-controller roles.