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We use Expenses in IFS Apps 10 Aurena and are moving to IFS Cloud.  The Add Transactions section has the option to copy object rows - but you cannot seem to paste them anywhere in the Transactions Section?  I cannot understand why IFS would provide the Copy option, if you cannot then Paste.  

Am I missing something or have IFS just forgotten to finish this process?  Or was it in the too difficult section?

 

Any advice would be welcome.

Thanks

 

Trudy

 

​@Troodles : In Cloud, expense sheet needs to be created through ‘New Expense Sheet’ option which open assistant window to create new expense sheet. System expects to create new expense sheet always through assistant window, not through duplicate/copy-paste option.

But you are right, ‘Copy’ option should not be available, if you cannot use ‘Paste’ option. This may be bug and need to report to IFS.

Best Regards

Hi ​@Troodles 

 

Can you talk through the scenario - you do have the option to copy whole expense sheets in IFS Cloud you do not need to create a new one from scratch.

For example if I have gone to a client previously and had created an expense sheet - then I go visit them again, instead of having to create a new one and enter the project activity etc I can copy from the old one.

Therefore if you could talk through what it is that you want to achieve I can help.

 

Kind Regards

Rachel  

It may be that copying a previous expense sheet with transaction lines - might do the trick.

 

In EE you were able to copy and paste and Expense row. 

In IFS Cloud, in the Expense Add transactions section - you can copy a transaction row, but you cannot paste it back in the same expense sheet and it looks like you cannot past it into a new sheet.  So what is the point of the ‘Copy’ option?

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