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Copy Expense

If you have recurring or similar expenses, it may be easier to copy an existing expense and make minor updates rather than creating new expenses.

Note: Expenses can only be copied within an Expense Report. 

 

Steps to Copy an Expense

  1. Open Selection Mode
    From the expenses list within an Expense Report, tap the hamburger menu and choose Select.
    Select option from the menu within the Expense Report

  2. Choose Copy Expense
    When the selection icons appear, open the hamburger menu again and tap Copy Expense.
    Copy Expense option from the menu in the Expense Report

  3. Select Expenses to Copy
    Choose one or more expenses from the list that you want to copy.

  4. Confirm Copy
    A confirmation window will appear asking you to confirm the duplication.
    Confirmation message asking "Are you sure you want to continue with this action?"
    Tap Yes to confirm or No to cancel.

  5. View Copied Expenses
    Once confirmed, the copied expenses will appear in the expenses list of the Expense Report.

 

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