Copy an Existing Expense Category Table

Instead of creating a new billing expense category table from scratch, you can copy an existing table and modify it.

To copy an expense category table:

1. In the Navigation pane, select Settings > Rate Tables > Billing Expense Categories.
2. Select a billing expense category table that you want to copy.
3. Click Other Actions > Copy. DPS displays a new form with Expense Category and Accounts in Category grids that contain the same details from the source expense category table.
4. Modify the information on the Billing Expense Category Tables form.
5. Click Save.