Restoring, Deleting, and Copying an Expense Row

This help article covers copying rows to other participants, as well as returning and deleting expense rows.

Copy selected rows

Copy rows to other participants as follows:

1. Select the rows to be copied.
2. Click the "Copy selected rows" link.
3. In the window that opens, select the participants to whom the selected rows will be copied. Select multiple employees from the list by holding down the Ctrl key.
4. Select the "Set calculation targets from behind users" option if the row has calculation targets and you want to replace them with the default calculation targets of the employee to whom the row is copied.

Note that the new rows created by copying will always be in progress.

Returning and deleting expense rows

Return an expense row to the previous stage as follows:

1. Select the red arrow behind the row.
2. Confirm the action when the program asks: "Are you sure you want to return the selected row for editing".

Delete a row as follows:

1. Ensure that the travel expense report is unacknowledged.
2. Delete the row by selecting the red cross.

Frequently asked questions

How can I select multiple employees as the target for copying?
You can select multiple employees from the list by holding down the Ctrl key during selection.

How do I get the recipient's default calculation targets for copied rows?
Select the "Set calculation targets from behind users" option during copying. This will replace the original calculation targets with the recipient's defaults.

Why can't I delete an expense row?
Deleting a row using the red cross is only possible when the travel expense report is unacknowledged.

What happens during row return?
The row returns to the previous stage, and the program asks for confirmation before the procedure.

Keywords

Travel expense report, expense row, copying, returning, deleting, calculation targets, employee.

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