Expense Type Editing and Copying

Location: Travel and Expense Claims > Expense Types

Click the button. The Settings Level dialog box opens.
Select the desired organizational level and click Select.
If you want to modify an existing expense type, click the name of that expense type to open the row for editing.
If you want to specify expense types for the new year, click the New button next to the Year field. Expense Type Years dialog box opens.
1. Enter year in the Year field.
2. Select Copy expense types from previous year, if you want to copy all expense types from the previous year.
3. Click on OK.
4. You can edit the data by clicking on the name of an expense type, and the row is opened for editing.
If you want to add a new expense type, click New Row:
1. Enter the expense type data.
2. Click on Save.
If you want to copy expense types, click Copy. Copy dialog box opens.
1. Specify the organizational level and year of the source.
2. Specify the organizational level and year of the target.
3. Select whether the old expense types are saved or all the old expense types are deleted prior to transfer.
4. Click Copy.
5. You can edit the data by clicking on the name of an expense type, and the row is opened for editing.
Click Postings and save the default posting to the desired expense types. The Travel claim expense rows are posted automatically with the provided default posting.