Copy an Expense Report

You can copy an existing expense report to duplicate the expense report entries.

Vision does not copy the expense report name or date to the new expense report, nor does it copy dates, details, mileage data, or amounts for individual expense items. Vision does not overwrite any existing entries to the expense report that receives the copied data.

To copy an expense report, complete the following steps:

1. From the Vision Navigation menu, click Time and Expense > Expense Report.

   Vision displays the Expense Report Selection dialog box, which displays all of your unposted expense reports.

2. On the Expense Report Selection dialog box, select one of the following actions:

   Option	Description
   To include posted expense reports	Select the Show posted expense reports option
   To copy one of your own expense reports	Make sure that your employee number displays in the Employee field.
   To copy an expense report that belongs to another employee	Enter the employee number in the Employee field, use the Quick Find feature, or click and select an employee on the Employee Lookup.

3. On the list, click the expense report that you want to copy, to select it.
4. Click Copy to copy expense information from the selected expense report to a new Expense Report form.
5. Edit the expense report.
6. Click Save.

Alternate procedures: If you have an expense report open, click New > Copy Current Expense Report on the toolbar to copy the current expense report. Or, click New > Select Expense Report to Copy on the toolbar and use the Expense Report Selection to Copy dialog box to select an expense report to copy.