Copy an Expense

You can copy an expense within a report, and then edit the copy as needed. For example, assume that you want to create breakfast expenses for each day of a three-day trip. You can create the first one and then copy it twice.

Eligible expenses

Expenses that can be copied are:

• Standard expenses (expenses that have not been itemized)
• Itemizations (the "child" expenses of an itemized expense)

Expenses that cannot be copied are:

• Itemized expenses (the "parent" to the itemizations)
• Fixed allowance expenses (created using the Travel Allowance feature)
• Cash advances, cash advance return, and cash advance gain/loss

Copy an expense

To copy an expense:

1. With the report open, select the check box for the expense you want to copy.
2. Click Copy.

Then, Expense creates the new expense and:

• The original date is incremented by 1 day.
• All allocations, attendees, expense-level comments, and value added tax (VAT) details from the original expense are copied to the new expense.
• Credit card information, e-receipts, mobile entry information, and travel segments (associated with travel itineraries) from the original expense are not copied to the new expense.
• If the Payment Type of the original expense is a credit card, then the Payment Type of the new expense is changed to Cash.

The new expense appears in the list of expenses. Then, you can make any desired edits (for example, to the amount).