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Copying receipts to a new Expense Report

edited Apr 27, 2009 12:08PM in Daily Tips 3 comments

<p>Do you find that you create the same series of receipts in each expense report? One option that might make this task easier:</p><p><br/>1. Create an envelope called "Template Envelope" with all your receipts<br/>2. Create a new envelope without any receipts<br/>3. Click on Envelopes tab and click on "Template Envelope"<br/>4. Select all the receipts by checking the boxes in the bulk action column. If<br/>you are not familiar with this feature, please contact OpenAir support and we can provide additional information.<br/>5. Click on the two circling arrows to "run an action"<br/>6. Select the "copy to" radio button and under the dropdown, select

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