Within Draft, you can copy an Expense claim and use it repeatedly as a template, instead of adding a new claim each time. This is useful for mileage claims for when you are regularly travelling and expensing the same route. You can also create duplicates in the Favourites tab.
To duplicate a draft claim
- Sign in to Capture Expense.
- Navigate to the Draft tab.
Go to Expenses> Draft - Select the relevant record. The side menu appears.
- Select Duplicate.
The Duplicate form appears asking: How many times would you like to duplicate the claim?
Note: You can only create the maximum of 10 copies. - Select the amount from the drop-down list.
- Click the Duplicate button. The record has been copied.
To duplicate a favourite claim
- Select the relevant claim in the Favourites tab. The side menu appears.
- Click Duplicate. The Duplicate form appears asking: How many times would you like to duplicate the claim?
- Select the amount from the drop-down list.
- Enter the number of copies
- Click the Duplicate button. The record has been copied. And the duplicates now appear in the Draft tab.
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