Copy Expense Entries that are Under Preparation

Use Expense Entries Under Preparation in the Follow-Up submodule in the Tasks module to copy expense entries that are under preparation.

To use Expense Entries Under Preparation, you must have access to Tasks as defined in User Access Rights under Settings.

To copy an expense entry that is under preparation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Expense Entries Under Preparation.
3. Highlight the expense entry that is under preparation that you want to copy.
4. On the grid toolbar, click Copy Expense Entry .
5. You can edit the details of the expense entry that is under preparation in the Details Sidebar.