Copy an Expense Category

You can copy an expense report category and use it as the basis for creating a new expense report category. You can copy a single expense report category for all employees in the active company or copy an expense report category within an employee group.

To copy an expense report category, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Expense Categories.
2. 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.

   The only employee groups available for selection are those groups in the active company for which you have already set up expense categories. When you select a group, Vision displays the associated expense categories in the grid. If you select all groups, all expense categories display.
3. In the grid on the Expense Report Categories form, click the row that contains the expense category that you want to copy.
4. On the grid toolbar, click Copy. Vision copies the selected expense category information to a new row on the grid.
5. To edit the copied category, click the new row and click Edit. Vision displays the Expense Categories dialog box, which displays details for the selected category.
6. Edit expense category information for the copied category and then click OK on the dialog box to return to the Expense Report Categories form.
7. Click Save.