Cloning an Expense Report

To clone an expense reportClosed A mechanism for charging expenses incurred to a project or an assignment.:

  1. On the expense report record page, click Clone. The Clone Expense Report window opens.
  2. [Optional] Make the changes to the fields. For more information, see Expense Report Page Fields.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

  1. [Optional] To clone the expenses select the Also Clone Expenses checkbox.
  2. Click Clone.
  1. Display the expense report that you want to clone.
  2. Click Clone.
  3. Make the changes that you want to the fields described in Expense Report Page Fields.
  4. If you want to clone the expenses select the Also Clone Expenses checkbox.
  5. Click Save.