{"id":2437,"date":"2016-09-21T15:25:43","date_gmt":"2016-09-21T03:25:30","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=2437"},"modified":"2023-08-23T23:00:52","modified_gmt":"2023-08-23T23:00:52","slug":"a201320","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a201320\/","title":{"rendered":"Copy expense item form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\" alt=\"Options menu icon\" width=\"25\" height=\"23\" \/><\/a>options menu in the top header area of the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/expenseitem.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-236\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/expenseitem.svg\" alt=\"Expenses icon\" width=\"21\" height=\"21\" \/><\/a><a href=\"\/help\/a514\">expense item view page<\/a>, as shown in Figure 1. Alternatively you can access the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-232\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\" alt=\"Copy icon\" width=\"26\" height=\"23\" \/><\/a>copy popup form via the  <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"actions_icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\" alt=\"Actions menu icon\" width=\"23\" height=\"22\" \/><\/a>actions column menu of the <strong>Expenses<\/strong> tab at any of the parent <a href=\"\/help\/a9\">asset<\/a> view pages (e.g. <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-137\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\" alt=\"Contact details icon\" width=\"20\" height=\"20\" \/><\/a><a href=\"\/help\/a54\">organisation<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a64\">programme<\/a> or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a><a href=\"\/help\/a104\">project<\/a>), as shown in Figure 2.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_expenseitem_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7630\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_expenseitem_1.png\" alt=\"\" width=\"325\" height=\"44\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Fig 1 &#8211; Access via options menu<\/strong><\/p>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_expenseitem_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7631\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_expenseitem_2.png\" alt=\"\" width=\"1815\" height=\"165\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>\u00a0Fig 2 &#8211; Access via expenses tab\r\n<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is used to copy an existing <a href=\"\/help\/a510\">expense item<\/a>.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_expenseitem_3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7632\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_expenseitem_3.png\" alt=\"\" width=\"558\" height=\"575\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; Copy expense item form<\/strong><\/p>\r\nUse the tree navigation layout to select the parent <a href=\"\/help\/a9\">asset<\/a> that needs a copy of this expense item. You can show or hide levels or sub-levels by clicking on the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-602\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\" alt=\"expand nav icon\" width=\"20\" height=\"22\" \/><\/a>expand or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-1061\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\" alt=\"collapse icon\" width=\"26\" height=\"21\" \/><\/a>collapse icons.\r\n\r\nSelect the name of your desired parent asset and edit the <a href=\"\/help\/a21\"><strong>reference<\/strong><\/a> of this copied expense item if you wish to do so.\r\n\r\nNote: names with a\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1804\" src=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\" alt=\"pink background\" width=\"108\" height=\"22\" \/><\/a> cannot be selected.\r\n\r\nThe &#8216;<strong>c<\/strong><strong>opy state history<\/strong>&#8216; check box at the very bottom of this form allows for you to copy across all of the current <a href=\"\/help\/a510\">expense item<\/a>&#8216;s state history as well, should you want to.\r\n\r\nOnce you are happy with the selection click on the &#8220;<strong>Copy expense item<\/strong>&#8221; button at the bottom of the form.\r\n\r\nIf you do not want to copy this expense item anymore then you can click on the &#8220;<strong>Cancel<\/strong>&#8221; button to close the form.<\/div>\r\n<div class='content-column one_fourth last_column'><strong>Related topics<\/strong>\r\n<ul>\r\n \t<li><a href=\"\/help\/a510\">Expense items<\/a><\/li>\r\n \t<li><a href=\"\/help\/a511\">Add expense item form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a512\">Edit expense item form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201321\">Move expense item form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a513\">Delete expense item form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a514\">View expense item page<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the options menu in the top header area of the expense item view page, as shown in Figure 1. Alternatively you can access the copy popup form via the  actions column menu of the Expenses tab at any of the parent asset view pages (e.g.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":277,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-2437","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Copy expense item form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Copy expense item form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a201320\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Copy expense item form - 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