Copy Your Expense Entry

Depending on your role in WorkBook, you can copy your expense entry in Time & Expense. This is useful when you use a particular expense entry frequently.

Note: To complete this task, you must have access to Finance & Administration and Time & Expense as defined in the Employee Cross-Company submodule under Settings.

To copy your expense entry:

  1. On the main toolbar, click Time & Expense .
  2. In the left navigation pane, click Time & Expense > Time Sheet.
  3. On the grid toolbar, use the status filter to filter the expense entries displayed in the grid.
  4. In the grid, select the expense entry that you want to copy and click Copy Expense Entry on the grid toolbar.
    WorkBook adds a copy of the new expense entry to the grid.