ctcLink Reference CenterFinanceExpenses Expenses - 29Creating a New Expense Report from an Existing Expense Report

Creating a New Expense Report from an Existing Expense Report

Purpose: Use as a reference for how to Create a New Expense Report from an Existing Expense Report
Audience: Finance Staff

Navigation: Main Menu > Travel and Expenses > Expense Report > Create/Modify

  1. Select the Add a New Value tab.
  2. Enter or use the Look Up tool to select your traveler's Empl ID in the Empl ID field.
  3. Click the Add button.
Add a New Value tab
  1. Select the An Existing Report option from the Quick Start drop down list.
  2. Click the GO button to find an existing Expense Report to copy information from.
  1. Search for and Select the Expense Report you want to copy from.  This will copy information into a new, blank Expense Report.
Copy from Existing Expense Report
  1. Click the Save for Later link to Save/Update copied information as necessary.  
  2. Click the Summary and Submit link to submit new Expense Report when completed.

0 Comments

Add your comment

E-Mail me when someone replies to this comment