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Preparing and Formatting Your Spend Data for Submission

Updated over 3 weeks ago

Provide your spend data as an Excel spreadsheet (.xlsx or .csv) or a PDF export from your accounting system. The data should show spending by category or supplier, and clean cells for each row.

Organising Your Submission

You can organise in one of two ways. Category-level data groups all spending by category with annual totals β€” it's the fastest to prepare and usually sufficient. Supplier-level data lists each supplier and how much you spent with them, which provides a more granular view but takes longer to prepare.

Before You Upload, Check That:

  • All amounts are in the correct currency

  • Totals match your company's annual accounts

  • There are no duplicate or overlapping categories

  • All data covers a complete 12-month financial year period

  • Category names are clear and consistent

Green Project provides templates to help β€” contact the support team if you'd like one. Once submitted, automated quality checks will run and you'll be contacted with specific guidance if any issues arise.

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