How to copy an existing expense – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Expense module

How to copy an existing expense

An expense cannot be edited if it has been accepted or is in invoicing. If you want to have a similar expense, you can copy an existing one from the summary.

How to copy travel expenses bound to a travel calculation

If you have access to the travel expense calculator, we recommend that you create a new travel expense for each journey. However, in some cases it may be useful to copy an existing expense.

  1. Go to Expenses > Expense sheet.
  2. Select an expense.
  3. In the summary page, click Copy.
  4. In the travel calculation dialog, enter new dates and times for the travel.
  5. Click Save And Calculate.
  6. Adjust the purpose and dates of other expense items.
  7. Add other information if necessary.
  8. Click Save As New.

Copying other expenses

  1. Go to Expenses > Expense sheet.
  2. Select an expense.
  3. In the summary page, click Copy.
  4. Adjust the purpose and dates of expense items.
  5. Add other information if necessary.
  6. Click Save As New.
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