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Copying Expense Reports ('Save and Create another')

edited Jan 27, 2020 8:07PM in Ask A Guru 1 comment

Hi There

We had previously used Openair for our expense claims for employees.

We have now migrated this to Netsuite.

In Openair, when entering an expense report, to save the effort of having to re-enter all of the employee's details (e.g. their department, the transaction description, date,etc), in order to create a new record with those fields pre populated, they could select an option called 'save and create another'.

This way, they can review the record and make any adjustments necessary before submitting for approval.

Is there a similar functionality in Netsuite?

When I select the 'AUTO FILL TRANSACTIONS' under preferences, this seems to only memorise the details of the last vendor bill entered and not an expense report.

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