Copy a Global Transfer Reason

You can copy a global transfer reason and use it as the basis for creating a new reason. The copied reason is available to all Timesheet users in the active company.

To copy a global transfer reason, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Company Timesheet.
2. Click the Timesheet Audit tab on the Company Timesheet Configuration form.
3. On the Global Transfer Reasons grid, select the reason that you want to copy.
4. On the grid toolbar, click Copy. Vision copies the reason to a new row.
5. Select the reason and click .
6. On the Text Editor dialog box, edit the reason and save. The reason is added to a new grid row and is available for selection.
7. Click Save.