You can copy an existing expense report to duplicate the expense entries, and then edit and save the expense report to create a new expense report.
Prerequisites:
Your expense report processing capabilities depend on how your system administrator defines settings in Vision. Contact your system administrator if you have questions.
To copy an existing expense report, complete the following steps:
-
Open the My Expense Reports panel and select the expense report that you want to copy.
-
Click the
Copy button next to it on the panel.
Navigator copies all data to the new report except the following:
- Expense report name, dates, details, mileage data, or amounts for individual expense items.
- Attached receipts (if configured).
- Credit card, merchant, and company paid items (if configured).
-
Click Yes to confirm the copy and create the new expense report.
-
Enter a new
Report Name and complete the remaining fields on grid.
Note that the Report Date field defaults to the current date. You can modify this date as needed.
-
Click
Save.
Navigator confirms that all required fields are complete and the following occurs:
- The expense report data is saved and the expense report is moved to the top of the
Recent list on the My Expense Reports panel.
- The expense report data is not submitted.