Copy an Expense Entry

Depending on your role in WorkBook, you can copy your or another employee's expense entry in Cost Entry. This is useful when you or an employee uses a particular expense entry on a regular basis. You cannot copy an expense entry from one employee to another. You can only copy an employee's expense entry to their own account.

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 an expense entry:

1. On the main toolbar, click Finance & Administration .
2. In the left navigation pane, click Cost Entry > Expense Entry.
3. On the grid toolbar, click Show Employee List and select the employee whose expense entry you want to copy.
   To copy your own expense entry, select your name from the list. Alternatively, you can copy your own expense entries in Time & Expense.
   To display expense entries for all employees, select All from the list.
   To include inactive employees on the list, click Show Inactive Employees in List on the grid toolbar.
4. On the grid toolbar, use the status filter to further filter the expense entries displayed in the grid.
5. 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 expense entry to the grid.