Copy an Expense Report

The Units, Amount, and Reference values are not copied.

Note: In addition, any expense associated with a project or phase that does not have a valid status (for example, Hold or Closed) is not copied.
To copy an expense report:
  • On the menu bar, tap .
  • On Expenses, take one of the following actions:
    • Swipe from right to left on a line and tap Copy.
    • Tap the expense report and, on Expense Report, tap and tap Copy Expense Report.
  • On the new Expense Report, make any changes to this report as appropriate.
  • Tap Save.