Copy Expense Claim

Copy Expense Claim

If you want to reuse the expense claim then you can copy it to a new expense claim. 

  1. In the Account menu, select Expense Claims. 
  1. Select the status tab from where you want to copy the expense claim. 
  1. Find and open the Expense Claim you want to copy to a new expense claim. 
  1. Click on the Expense Claim Options button and select the Copy option. 
  1. Click Ok to confirm. 
  1. Enter the required information into expense claim fields. 
  1. Click either:
    • Save as Draft: To save the Expense Claim as a draft. 
    • Approve: To approve the Expense Claim. 

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