Copy expense item form

This popup form can be accessed via the options menu in the top header area of the expense item view page, as shown in Figure 1. Alternatively you can access the copy popup form via the actions column menu of the Expenses tab at any of the parent asset view pages (e.g. organisation, programme or project), as shown in Figure 2.

Fig 1 – Access via options menu

 Fig 2 – Access via expenses tab

This popup is shown in Figure 3 and is used to copy an existing expense item.

Figure 3 – Copy expense item form

Use the tree navigation layout to select the parent asset that needs a copy of this expense item. You can show or hide levels or sub-levels by clicking on the expand or collapse icons. Select the name of your desired parent asset and edit the reference of this copied expense item if you wish to do so. Note: names with a  cannot be selected. The ‘copy state history‘ check box at the very bottom of this form allows for you to copy across all of the current expense item‘s state history as well, should you want to. Once you are happy with the selection click on the “Copy expense item” button at the bottom of the form. If you do not want to copy this expense item anymore then you can click on the “Cancel” button to close the form.