Depending on your role in WorkBook, you can copy your or another employee's expense entry in
Cost Entry. This is useful when you or an employee uses a particular expense entry on a regular basis. You cannot copy an expense entry from one employee to another. You can only copy an employee's expense entry to their own account.
Note: To complete this task, you must have access to
Finance & Administration and
Time & Expense as defined in the Employee Cross-Company submodule under
Settings.
To copy an expense entry:
-
On the main toolbar, click
Finance & Administration
.
-
In the left navigation pane, click
.
-
On the grid toolbar, click
Show Employee List
and select the employee whose expense entry you want to copy.
To copy your own expense entry, select your name from the list. Alternatively, you can copy your own expense entries in
Time & Expense.
To display expense entries for all employees, select
All from the list.
To include inactive employees on the list, click
Show Inactive Employees in List
on the grid toolbar.
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On the grid toolbar, use the status filter
to further filter the expense entries displayed in the grid.
-
In the grid, select the expense entry that you want to copy and click
Copy Expense Entry
on the grid toolbar.
WorkBook adds a copy of the expense entry to the grid.