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How do I reuse an expense claim?

Modified on Tue, 10 Dec at 3:01 PM

Once you have created the a Draft Expense claim, you can reuse it by marking it as a Favourite and accessing it in the Favourites tab. You can also duplicate it, so that you do not have to re-enter the same information each time you want to create a new claim. This is useful for mileage claims if you are regularly travelling the same route.
 

To reuse an expense claim

  1. Sign in to Capture Expense.
  2. Navigate to the Draft tab.
    Go to Expenses> Draft
  3. Select the relevant record. The side menu appears.
    Add_favourites.png
  4. Click Set Favourite.
    Set_favourites_unset.png
    The record is now marked as Favourite.
    Set_favourite.png
    And the record can now be reused in Favourites where you can remove it, duplicate it or add an expense.
    REcord_in_Favourites.png

To duplicate a favourite claim

  1. Select the relevant claim. The side menu appears. 
  2. Click Duplicate. The Duplicate form appears. 
  3. Enter the number of copies you wish to have.
  4. Click the Duplicate button. The Duplicate copies are added to the Draft tab.
    Duplicate_drafts.png
 

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