Copy an Expense Report

You can copy an entire expense report - regardless of the report status - and then edit the copy as needed. Information that is unique to each expense is not copied, for example: images, audit trails, post-submission comments, payment confirmation history, etc. In addition, travel allowance entries, such as daily allowances and daily allowances (lodging), are not copied.

Example: The user has an expense report called Client Meeting. It has two expense entries, Business Meals and Parking. The user copies the report (as described below). Expense performs the following actions:

• Creates a new report called Copy of Client Meeting.
• Allows the user to modify the name of the new report.
• Allows the user to set the starting date of the expense entries. This date is used as the transaction date of the copied entries.
• Copies over the attendees associated with the business meal entries.
• Copies over the allocations associated with the entries.

Copy a report

To copy an expense report:

1. With the report open, click Copy Report. The Copy Report window appears.
2. In the New Report Name field, change the name if desired.
3. In the Starting date for copied expenses field, enter the desired starting date of the new report entries. The system calculates the remaining entries on the new report based on the new starting date (that is, number of days difference and then increments the date for each entry on the new report by the same number of days). The system also calculates the report start date and report end date on the report header (if configured on the form) based on the new starting date provided.
4. Click Create New Report. The report is copied with the new name and information.