Copy a Timesheet Special Category

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

To copy a timesheet special category, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
  2. In the Search field on the Timesheet Special 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 special categories. When you select a group, Vision displays the associated special categories in the grid. If you select all groups, all special timesheet categories display.
  3. In the grid on the Timesheet Special Categories form, click the row that contains the timesheet special category that you want to copy.
  4. On the grid toolbar, click Copy. Vision copies the selected timesheet special category information to a new row.
  5. To edit the copied category, click the row and then click Edit. Vision opens the Special Categories dialog box, which displays details for the selected category.
  6. Edit timesheet special category information for the copied category and then click OK on the dialog box to return to the Timesheet Special Categories form.
  7. Click Save.