Copy expense from a prior period?

  • 3
  • Idea
  • Updated 8 months ago
  • Not Planned
Is possible to copy a previously submitted expense rather than create a new one from scratch each time? 
Photo of Greg Gluck

Greg Gluck

  • 5 Posts
  • 0 Reply Likes

Posted 3 years ago

  • 3
Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Greg,

Thank you for using Replicon community,

Currently, we don't have this feature. However, I have marked this as an idea and are reviewing the same.

Photo of Charlene Eriksen

Charlene Eriksen, Product Manager

  • 325 Posts
  • 37 Reply Likes
Hi Greg,

We currently don't have any plans to do this, but we'll keep it in mind for future release planning. And I expect other customers will chime in on this one too.

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Chris Bankes

  • 18 Posts
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I'll Chime in, for the times where there are similar expenses over and over, it would be nice to be able to start a from an existing expense and tweak the amount or dates accordingly.
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Mark King

  • 9 Posts
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I will second that.  I charge the same two Work Order Fields (UDFs) every week.  Seems the expense sheet is lacking so much in comparison to the timesheet.
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Branch, Robert

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Any news on this feature being added to Replicon?  It would be nice to be able to start from an existing expense report and tweak it instead of starting from scratch each time. 
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Shaughnessy, Mike

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I have a number of recurring expenses that I submit each month.  As others have mentioned, it would be beneficial to have a way to use past expense items as a starting point when creating a new expense report.  Another way to accomplish this is to enable a user to import expenses from a CSV/XLS template.  I have used this type of feature (import expenses from template) in another time and expense system and it was a helpful feature.