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:
- From the Vision Navigation menu, click .
- Click the Timesheet Audit tab on the Company Timesheet Configuration form.
- On the Global Transfer Reasons grid, select the reason that you want to copy.
- On the grid toolbar, click Copy. Vision copies the reason to a new row.
- Select the reason and click .
- 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.
- Click Save.