Copy an Expense Authorization

When planning a new expense authorization, you can copy an existing one as your starting point.

Provided you have proper system rights, the copy can by created for individuals other than the original owner and can be propagated to multiple employees.

To copy an existing authorization, complete the following steps.

1. Click Copy on the toolbar to display the Create New Authorization from Existing Authorization screen.

   If you clicked Copy from the Welcome page, the Copy Expense Authorization dialog box displays, where you must first search for the expense authorization you want to copy.

2. On the Purpose tab of the Create New Authorization from Existing Authorization screen, click next to the Employee Name field to select the employee for whom you want to copy the authorization.

   To copy the authorization for a multiple employees, see Copy an Authorization for Multiple Employee(s).

3. Review and complete the remaining fields on the Purpose tab and click Continue.
4. Complete fields and options on the Location(s) tab and click Continue.
5. Complete fields and options on the Default Charge(s) tab and click Create.

   After you click Create, the screen refreshes, and the new expense authorization ID number displays in the title bar. The remaining sections of the Expense Authorization form display as follows:

   Option	Description
   Header Area	This area displays information you just completed on the Purpose tab and other information that is automatically generated.
   Background	The Background section contains the three tabs you just completed: Purpose, Location(s), Default Charge(s).
   Planned Expenses	Click Planned Expenses to add the individual expenses that will be charged against the expense authorization.
   Supporting Schedules	After you initially create the expense authorization, the Supporting Schedules section displays information such as the default charge allocation.
   Workflow Status	This section of the expense report form displays all the tasks that are required or optional for the expense report.