Copy an Expense on the Expenses Grid

For quick data entry, you can copy an existing expense row. This creates a new row with the same account and vendor information. You can modify and save as needed.

For you to be able to copy expense rows, your Vision Security role must have Full, Add/Modify, or Modify Only access rights for Project Planning on the Navigator tab in Vision > Configuration > Security > Roles. The

Row Tools button does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To copy an expense row, complete the following steps:

Open the Expenses grid.
Select the row you want to copy.
Click and select Copy. A copy of the expense row is inserted into the Expenses grid. Modify and save this row's information as needed.