Favorite Expenses

[ronnib_13]

Hi - Is there a way to save expenses that are reoccurring? For example, i submit an expense monthly and it would be much easier if I can save or copy from a prior report, rather than filling in all of the info again. 

thanks! 

[cjmarimo]

Hello @ronnib_13 

What you are requesting would only be feasible for expenses that do not require ticket images or bank transactions. In other words, it would be partially valid for expenses such as mileage for car use, provided that the same route is taken and the kilometers or miles match, and you would only need to change the dates. In short, it is not possible.

BR,

cj

[ronnib_13]

@cjmarimo I understand that it wouldn't fully be filled out, but it be helpful even if partially filled out. Similar to how if I copy an expense within the same report, I just have to copy the expense and change the information. Another solution is to copy a previously submitted expense from a prior report. 

[KevinD]

@ronnib_13 I would recommend using the Copy Report function, if your company has it turned on. This works extremely well for recurring out of pocket/cash expenses. The system will copy everything exactly, so you would need to update the transaction dates and possibly some other data, but the majority of the data would be captured from the Copy. 

Now, if you use a company credit card for som expenses, these would get copied as well, but the payment type would show as Out of Pocket/Cash. These would need to be deleted and the actual card transactions would need to be added to the report.