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Copying an expense report

To create a new expense report by copying an existing report and modifying it:

  1. From the Manage menu, click Time & Expense.
  2. Click the My Expenses tab.
  3. Click the New button.
  4. In the beginning and ending date fields, enter the first and last date you are reporting expenses for.
  5. Select the Copy expense report from check box.
  6. In the table, click the expense report you want to copy.
  7. Click OK.
  8. Change information for the expense report, as needed.
Note:
  • Ajera automatically enters the expense report ending date as the transaction date. You can change this date.
  • After you enter an amount, the Credit Card field becomes available for entry.
  1. Click Save.

 

 

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