Copy an Existing Expense Report

You can create a new expense report by copying an existing expense report. This can save you a lot of time if the two reports contain some of the same types of expenses.

Prerequisites: Your expense report processing capabilities depend on how your system administrator defines settings in Vision. Contact your system administrator if you have questions.

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

1. In the Employee workspace, click to go to the Expense Reports area.
2. Use the search field to select and display the expense report that you want to copy.
3. Click on the Expense Reports toolbar
4. When a message displays that asks you to confirm the action, click Yes.
   Result: iAccess copies all data to the new report except the following:

   • Expense report name, dates, details, mileage data, or amounts for individual expense items
   • Attached receipts
   • Credit card, merchant, and company-paid items
5. Enter a name for the expense report and make any other necessary additions or changes.
6. Click on the Expense Reports toolbar.