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Copy Report

Sometimes, a user may want to copy an existing expense report, for example, for recurring expenses. Copying a report allows you reuse its details, and make only the minimal updates required.

To copy an expense report, select the Copy Report option from the navigation menu under Entry Tasks. 

   Selected Copy Report option from the Entry Tasks navigation menu in the Expense Manager

After clicking Copy Report, a confirmation window will appear asking you to confirm the copy. 

  Copy Report confirmation window asking "Are you sure you want to continue with this action?"

Click Yes to proceed, or No to cancel. 

Once confirmed, the copied report will become visible in your Expense Reports section, labeled as a “Copy of - [Original Report Name].”

  Report in the Expense Reports section with the label "Copy of"

The copied expense report now has duplicate expenses attached to it. You will be notified about the duplicate expenses through the Review Duplicates menu option, now visible under the View Tasks navigation menu on the left side of the screen. 

   Selected Review Duplicates menu option in the View Tasks navigation menu

Note: The Review Duplicates menu option becomes available only after you open an expense from either the original or copied report.

Important! Copying an Expense report will not copy the Receipts. 

Learn more about the Review Duplicates option in this article. 

 

For mobile app instructions, please refer to this article.