Copying an Expense

Follow

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

copy_1.jpg

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

copy_2.jpg

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

copy3.png

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

copy4.png

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

copy6.png

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