Copying Expense Report Expense Lines Concept Copying Expense

Copying Expense Report Expense Lines Concept

Copying Expense Report Expense Lines

Copying Expense Report Expense Lines Step 1 Begin by navigating to the Modify Expense Report page. Click the Scroll Down arrow.

Copying Expense Report Expense Lines Step 2 Click the Travel and Expenses menu.

Copying Expense Report Expense Lines Step 3 Click the Travel and Expense Center menu.

Copying Expense Report Expense Lines Step 4 Click the Create/Modify link.

Copying Expense Report Expense Lines Step 5 Click the Find an Existing Value tab.

Copying Expense Report Expense Lines Step 6 Enter the desired information into the Report ID field. Enter "000068".

Copying Expense Report Expense Lines Step 7 Click the Search button.

Copying Expense Report Expense Lines Step 8 Use the Modify Expense Report page to make changes to expense reports that have not been submitted or that have been returned for correction.

Copying Expense Report Expense Lines Step 9 Click the horizontal scrollbar.

Copying Expense Report Expense Lines Step 10 Click the Actions list.

Copying Expense Report Expense Lines Step 11 Click the Copy Expense Lines list item.

Copying Expense Report Expense Lines Step 12 Click the GO button.

Copying Expense Report Expense Lines Step 13 Use the Copy Expense Lines page to copy and select expense lines on an expense report.

Copying Expense Report Expense Lines Step 14 Select the Copy to One Date option to copy each selected line only once using the To Date as the new expense date.

Copying Expense Report Expense Lines Step 15 Select the Copy to Range of Dates option to copy each line multiple times with the expense date for the new lines set to each day within the specified date range. Click the Copy to Range of Dates option.

Copying Expense Report Expense Lines Step 16 Enter a date or a date range for Expenses to calculate the number of rows to create. If you are copying a per diem expense type, you cannot enter a date prior to the copied per diem line. You cannot enter future dates. Click in the From Date field.

Copying Expense Report Expense Lines Step 17 Enter the desired information into the From Date field. Enter "08/01/2013".

Copying Expense Report Expense Lines Step 18 Click in the To Date field.

Copying Expense Report Expense Lines Step 19 Enter the desired information into the To Date field. Enter "08/03/2013".

Copying Expense Report Expense Lines Step 20 Select the Include Weekends and Include Holidays check boxes to copy the expense type for the entire date range. If you do not select to include weekends, Expenses checks the day of the week and does not copy expense lines for Saturdays or Sundays. If you do not select to include holidays, Expenses checks the holiday calendar for the employee's business unit. Expenses does not copy expense lines for days that the calendar designates as holidays.

Copying Expense Report Expense Lines Step 21 Select the expense line to be copied. Click the Automobile Rental option.

Copying Expense Report Expense Lines Step 22 Click the OK button.

Copying Expense Report Expense Lines Step 23 Notice that the copied lines have been added to the expense report.

Copying Expense Report Expense Lines Step 24 You can edit the new lines for any information that may be different. Click the horizontal scrollbar.

Copying Expense Report Expense Lines Step 25 Click the horizontal scrollbar.

Copying Expense Report Expense Lines Step 26 When you are finished, you can save the report. Click the Save for Later link.

Copying Expense Report Expense Lines Step 27 You have successfully used the copy line functionality to quickly add lines to an expense report. End of Procedure.