What expenses do I need to include in my CSV upload?

If you don't use an accounting platform that we have integrated with, you can also upload your expense data in CSV format to cover your emissions from Purchased Goods and Services. 

You can access the CSV template from your kickoff email, or from the Trace app within "Step 4: Map your expense data" of your Data Collection Hub.

Please refer to the below for a list of expected emissions sources from Purchased Goods and Services, and Business Travel if activity data is not available for this. Expense data is best provided at the supplier/vendor level, that way, if you're on our Pro Software Plan we can show you your emissions at the supplier level to aid any supplier engagement efforts.

Remember, this list is not necessarily exhaustive, and certain items may not be relevant to you. Ultimately we are looking to cover all of your expenses on Purchased Goods and Services - items can be excluded from within the Trace app if need be.

Expense categories we'd typically expect to see:

• Business travel (flights, accommodation, car hire, taxi, public transport)
• Professional services (e.g. recruitment, consulting, legal, engineering etc)
• Food and beverages
• Repairs and maintenance
• Building services such as cleaning
• Banking and financial services
• Marketing and advertising 
• Office equipment and supplies
• ICT services and equipment (incl cloud services)
• Entertainment
• Products and materials
• Postage, courier and freight
• Clothing/uniforms
• Printing and publishing
• Contractors/labourers (not included in staff headcount on the location tab)

Formatting requirements for the CSV:

• Dates must be formatted as DD/MM/YYYY or YYYY/MM/DD
• Costs must be formatted as numbers, not currency (i.e. no commas)
• Each column must contain data, with no data gaps in the rows
• No additional data that the template doesn't specify