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Copy Report

Copying an existing Expense Report is useful for recurring expenses, allowing you to reuse report details and make only minimal updates.

Steps to Copy an Expense Report

  1. Go to My Reports
    Navigate to the My Reports module from the Expense navigation tab.

    My Reports Module in the Expense Tab of the ExpensePoint mobile app

  2. Select the Report to Copy
    Tap the hamburger menu in the upper right corner and choose the Select option. This will allow you to choose which Expense Report(s) you want to copy.

    Chosen Select option in the hamburger menu from in the My Reports section

  3. Copy the Report
    After selecting the report(s), tap the Copy Report option.

    Copy Report menu option in the hamburger menu in the My Reports section

  4. Confirm Copy
    A confirmation message will appear asking you to confirm the duplication. Tap Yes to confirm or No to cancel.

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

Additional Notes

  • If the original Expense Report does not contain any expenses, it will copy without any issues. The duplicated report’s title will be changed to: Copy of -[Original Report Name] (XYZ)

  • If the original report contains expenses, the duplicated report will open on screen. Any duplicate expenses will be highlighted in orange.

    • Tap on the highlighted expense to see a notification about possible duplicates.

    • Similar notifications will appear on the original report used for duplication.

  • If the original report required editing, the duplicate report will also display the Report Requires Editing tag.

 

Duplicate Detection

ExpensePoint’s matching feature automatically flags duplicates, both reports and individual expenses, to help you review and prevent duplicate submissions.

 

For web browser or desktop application instructions, please refer to this article.