Copy an Existing Expense Account Table

Instead of creating a new expense account table from scratch, you can copy an existing table and modify it.

To copy an expense account table:

  1. From the Navigation menu, click Billing > Billing Rate Tables > Expense Account.
  2. On the Expense Account Tables form, complete one of the following steps:
    Option Description
    To look for and select the table, then copy it Click Search and select the table. Click New > Copy Current Expense Account Table.
    To copy a table that displays on the lookup Click New > Select Expense Account Table to Copy, then select the table.
  3. Modify the table.
  4. Click Save.