How to Edit and Copy Expense?
How to Edit Expense?
From the Expense listing page, open the Expense which is having status of Authorized or Approved in View Mode. Click on Expense Options. The following list will appear:
- Void
- Decline
- Delete
- Edit
- Copy
Click on Edit
After clicking on Edit, Expense will be open in Edit Mode and you can update the Expense accordingly i.e. Expense Number, Quantity, Unit Price, etc. After that click on update button.
A message will appear as "Expense Updated Successfully" with OK. Click on "OK" button then it will navigate to Expense listing page.
How to Copy Expense?
From the Expense listing page, open the Expense which is having status of Authorized or Approved in View Mode. Click on Expense Option. The following list will appear:
- Void
- Decline
- Delete
- Edit
- Copy
Click on Copy
A new Expense will be open with existing copy Expense data. If you want to change any field then you can change the same.
How to Save Copied Expense?
You can save the Copied Expense in following three types:
- Save as Draft
- Save as Submit for Approval
- Save as Approve
After saving the Expense, it will navigate to the Expense listing page.
