Copy All Expense Categories for an Employee Group
You can copy all expense categories from one employee group to another employee group, or copy all global expense categories from the [All Groups] to a specific employee group.
To copy all expense categories for an employee group, complete the following steps:
- From the Vision Navigation menu, click .
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In the
Search field on the Expense Report Categories form, select one of the following actions:
Option Description To use the lookup Click and then select an employee group or select All Groups on the lookup. To use Quick Find In the Search field, enter all or part of an employee group name and press ENTER, or enter All Groups and press ENTER. -
Complete one of the following actions:
- Click New and select Copy Current Group Categories to copy all expense categories for the currently selected employee group.
- Click New and select Select Group Categories to Copy to select a different employee group.
- In the Group field, select the employee group to which you are adding the copied expense categories. Vision adds the copied expense categories to the selected group.
- To edit a copied category, click the row and then click Edit. Vision opens the Expense Categories dialog box, which displays details for the selected category.
- Edit expense category information for the copied category and then click OK on the dialog box to return to the Expense Report Categories form.
- Click Save.