ctcLink Reference Center9.2 Finance9.2 FIN - Expenses Expense Reports - Traveler9.2 Creating a New Expense Report from an Existing Expense Report

9.2 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 in ctcLink.

Audience: Finance staff.

Creating a New Expense Report from an Existing Expense Report

Navigation: NavBar > Navigator > Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify

  1. The Expense Report search page displays.  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. Select Add.
Expense Report Add a New Value tab
  1. The Create Expense Report page displays.  Select the An Existing Report option from the Quick Start drop-down menu.
  2. Select GO to find an existing Expense Report from which to copy information.
Create Expense Report page
  1. The Copy from Existing Expense Report page displays.  Search for and Select the Expense Report from which you want to copy.  This will copy information into a new, blank Expense Report.
Copy from Existing Expense Report page
  1. The Copy from Existing Expense Report page disappears.  The populated Create Expense Report page displays.  Select the Save for Later link to Save/Update copied information as necessary.  
  2. Adjust the expense report fields as required.  Select the Summary and Submit link to submit new Expense Report when completed.
Create Expense Report page
  1. Process complete.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.