This guide covers importing bills in bulk using the official Tyms Excel template: downloading the template, preparing bill data, uploading the file, and reviewing the imported records before completing the import.
Ways to Import Bulk Bills
Tyms provides two ways to import bills in bulk.
Option 1: Import with Ask Adam
For users migrating from another accounting system, or who already have bill records in Excel, CSV, PDF, or image format, Ask Adam can interpret the file, extract the bill records, and populate the Bills table for review before importing. See How to Import Multiple Bill Records.Option 2: Import Using the Excel Template
This guide covers this option.
Step 1: Navigate to the Bills Page
Log in to the Tyms account.
From the top navigation bar, click More.
Hover over Spend.
Select Bills.
This opens the Bills page.
Step 2: Open the Import Window
Click Create Bills.
Select Import Excel from the dropdown.
The Import Bill from Excel window opens.
Step 3: Download the Template
Click Download template (XLSX) to download the official Tyms Excel template, then open the downloaded file and enter bill data using the required format.
Supported file formats: CSV, XLS, XLSX
Maximum file size: 20 MB
Maximum rows: 500
Step 4: Complete the Template
Bill data must be entered under the correct columns.
Required fields
date: when the transaction happened. Example: 2025-01-08
item_name: line item description on the bill. Example: Office Supplies
item_price: unit price for this line. Example: 500
item_quantity: number of units on this line. Example: 10
category: expense account from the Chart of Accounts; the account name or account code can be used, and must exactly match an existing account. Example: Office Expense
currency: three-letter currency code. Example: USD
Optional fields
description: extra detail for the line item. Example: Monthly stationery
document_number: the bill number; repeat on every line belonging to the same document. Example: BILL-2001
flow: money direction, inflow or outflow, if the file tracks it. Example: outflow
contact_name: vendor name; Tyms creates the contact automatically if it does not already exist. Example: Supplier Co
contact_email: email for the vendor on this record. Example: [email protected]
contact_phone: phone number for the vendor. Example: 1112223333
payment_type: how payment was made, e.g. cash, bank_transfer, or card. Example: bank_transfer
payment_account: bank or cash account used for payment; the account name or account code can be used, and must exactly match an existing account. Example: Business Bank
shipping_fee: delivery or shipping charge added to the document. Example: 200
discount: discount amount applied to the document. Example: 0
project_name: project name, exactly as set up in Tyms. Example: Operations
branch_name: branch name, exactly as set up in Tyms; leave blank to use the assigned branch automatically. Example: HQ
department_name: department to assign the record to, exactly as set up in Tyms. Example: Admin
employee_name: employee linked to the record, exactly as set up in Tyms. Example: Jane Smith
memo: internal note shown on the record. Example: January supplies
exchange_rate: rate to the business currency; use 1 if the same currency. Example: 1
document_due: when payment is due on the bill. Example: 2025-02-08
Important
Category and Payment Account must exactly match an account name or account code in the Chart of Accounts.
Contact Name, Project, Branch, Department, and Employee must match existing records in Tyms.
If a contact does not already exist, Tyms creates it automatically.
Rows sharing the same Document Number are grouped into a single bill with multiple line items.
Step 5: Upload the File
Return to the Import Bill from Excel window.
Under File, click Select file, or drag and drop the completed spreadsheet ⑧.
Click Analyze.
Tyms validates the file and prepares it for import.
Step 6: Review and Confirm
The Review and Confirm Import page displays:
the number of AI credits the import will consume
the bill records extracted from the spreadsheet
vendor details
line items
payment information
any validation errors requiring correction before importing
Review the information carefully to ensure accuracy, then click Import at the bottom right to complete the import.