Copy All Expense Categories for an Employee Group

You can copy all expense categories from one employee group to another employee group, or copy all global expense categories from the [All Groups] to a specific employee group.

To copy all expense categories for an employee group, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Expense Categories.
2. In the Search field on the Expense Report 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 expense categories. When you select a group, Vision displays the associated expense categories in the grid. If you select all groups, all expense categories display.
3. Complete one of the following actions:
   • Click New and select Copy Current Group Categories to copy all expense categories for the currently selected employee group.
   • Click New and select Select Group Categories to Copy to select a different employee group.
   Vision copies all the expense categories from the selected employee group.
4. In the Group field, select the employee group to which you are adding the copied expense categories. Vision adds the copied expense categories to the selected group.
5. To edit a copied category, click the row and then click Edit. Vision opens the Expense Categories dialog box, which displays details for the selected category.
6. Edit expense category information for the copied category and then click OK on the dialog box to return to the Expense Report Categories form.
7. Click Save.