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How to Create a New Expense Using an Old Expense as a Template

You can watch the video procedure or follow the instructions below.


1. Go to the “Accounting” tab and the “Expenses” subtab.

2. Click on the expense that you want to use as a template.

3. Click on “Add” at the top right.

4. Modify the elements that are different for the new expense (expense number, date, etc.).

5. Click on “Finish.”

You have now used an old expense as a template to create a new expense.

Transcription of the Subtitles

Here is how you create an expense using an old expense as a template.

This is useful if you do not want to re-enter the information of a complicated expense. Note that you can use any expense as a template.

Go to the “Accounting” tab and the “Expenses” subtab, click on the expense you want to use as a template, and click on “Add.”

The expense will already be filled out. You can change any element if you want to, such as the date or the expense number.