Expenses | Ability to copy an existing expense
Expenses - Clone or Copy an Existing Expense
My team have asked if we can make a 'copy to new Expense feature' from an existing Expense. Most of the expenses they enter are similar and just have a different amount and different receipt image. It would save them a lot of time if they could clone an existing Expense. Thank you.
Dewi Thomas
shared this idea
Hi team, it's possible to Duplicate an expense receipt within Xero Me mobile app. 😊
Your employee can open a Submitted or Approved receipt, select options and they'll see the ability to 'Duplicate'. Alternatively, for a complete Claim simply opening the receipt and scrolling down they should see the option to Duplicate.
In the draft receipt they'll be able to change whatever details necessary before submitting for approval.
-
Will Newby
commented
Yes please. It would also be useful to bulk enter expenses in a table-like form, including all fields such as date spent etc. without having to submit a separate form for each expense
-
David Philipsen
commented
Yes helpful Vote +1
-
Carmel White
commented
Would really appreciate this feature
-
Leah McVeigh
commented
Yes! as an example - Uber, Amazon, and Lyft receipts often show a bold total at the bottom of a receipt that is in fact 2 separate transactions (one for the ride, one for the tip). When reconciling It's nearly impossible to match the 2 transactions to 1 submitted expense, so I need employees to submit the same receipt twice, once time for each transaction. It would be a lot quicker if they could just copy the expense and change the total without having to change the method of payment or the project.
-
Arundas TC
commented
Yes, exactly. It will save a lot of time. Voted +1.