Copying an Expense


For recurring expenses, you may use the Copy Expense button in the Other Actions menu to create repeated expense lines. You may have repeated tolls or similar office expenses to enter on one report. This article will show you how to copy an existing expense line for repeated use.

Step 1: On your account homepage, select Drafts


Step 2: Select the name of the expense report you want to open.


Step 3: On the expense line that needs to be copied, open the Other Actions menu and select Copy Expense


Step 4. The expense will be duplicated in the expense report highlighted in blue, and ready for edits in the Edit Expense box. 


Step 5: Make any edits, and click either Save or Copy Again for more repeated expense lines. 


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


  • Avatar
    Susan Newton

    Images would be great here!

  • Avatar
    Kimberly Glenn

    Hi Susan,

    Thank you for bringing to our attention that the photos are not appearing. I will follow up via email with screenshots of what steps 3, 4, and 5 would look like.

    -Certify Support

    Edited by Kimberly Glenn