Copying Expense Claims

In expense@work, forms@work and time@work an employee has the option (provided it has been enabled by the Administrator) to copy the contents of one expense claim form into another. This can be particularly useful for employees who make similar claims each month. Everything except the Transaction date is copied to the new form and then individual lines can be edited, deleted or new lines added.

Another use of this feature relates to Travel Request Forms where an organisation might wish to allow an employee to copy the details of a previously authorised travel request into a new expense claim form.

A user can copy one expense form into another.

In the above screenshot we can see how the lines that an employee wishes to copy can be selected and then copied to the new form. The new form is then created (without Transaction Dates for each line).