Copy an Existing Expense Category Table

Instead of creating a new expense category table from scratch, you can copy an existing table and modify it.

To copy an expense category table, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Billing Rate Tables > Expense Categories.
  2. On the Expense Category Tables form, complete one of the following steps to select the table to copy:
    Option Description
    To look for and select the table, then copy it Click Search and select the table on the Lookup. Click New > Copy Current Expense Category Table.
    To copy a table that displays on the lookup Click New > Select Expense Category Table to Copy, then select the table on the Lookup.
  3. Modify the information on the Expense Category Tables form.
  4. Click Save.