Copy Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to copy expense entries that are under preparation.

To use the Expense Entries under Preparation submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To copy an expense entry that is under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Expense Entries under Preparation.
  3. Highlight the expense entry that is under preparation that you want to copy.
  4. On the grid toolbar, click Copy expense entry .
  5. You can edit the details of the expense entry that is under preparation in the Details sidebar.