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This is from 24R2: When I use the “Copy Expense Sheet” function and change the “from date” on the copy, which is a normal thing to do for a repeating expense claim or travel, the Expense Rule is nulled and I end up with a new travel expense without expense rule! It is not possible to change the expense rule in the copy process.

  • This is when none of my 4 expense rules are marked as default.
  • If I set one rule to be default, the default rule is chosen when I copy an expense sheet, but this could easily be wrong and I have to remember to change expense rule when the copy is created, to be able to use the correct expense codes etc.

I want my copy to have the same expense rule as the original in the first place, is that possible?

Regards, Dag

 

Example: At this point I have just changed the date from July to October, and the Expense Rule field is emptied:

 

Note that if the expense you copy from is approved, authorized or transferred - which it normaly is - you cannot change the expense rule on the new, Preliminary copy.

 

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