Duplicate an Expense Sheet

Use these steps to duplicate an existing expense sheet. The Duplicate... action copies header information, job and task numbers, and quantities and amounts.

To duplicate an expense sheet:

  1. Go to the Expenses workspace.
  2. Use the search filter and/or the Search field to select an expense sheet.
  3. From the Other Actions drop-down list, select Duplicate....
    In the dialog that opens, Maconomy displays the following message: A new expense sheet will be created with a copy of the current fields and lines.
  4. Click Duplicate.
    Maconomy navigates to the new expense sheet duplicated from the original, and displays the following message: A new expense sheet ([expense sheet no.]) has been created from [expense sheet no. of the original].
  5. Click OK.