diff --git a/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md b/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md new file mode 100644 index 000000000000..fcdeee45b9c6 --- /dev/null +++ b/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md @@ -0,0 +1,78 @@ +--- +title: Duplicate a Report +description: Learn how to create a copy of an existing report and its expenses in Expensify using Duplicate report. +keywords: [New Expensify, duplicate report, copy report, create copy of report, duplicate expenses] +internalScope: Audience is all members. Covers how to duplicate an entire report and its non-card expenses. Does not cover duplicating individual expenses or duplicate detection. +--- + +# Duplicate a Report + +You can create a copy of an existing report and all of its non-card expenses using **Duplicate report**. This creates a new report with copies of all non-card expenses from the original, including each expense's merchant, amount, category, tags, and tax. Expense dates are set to today and receipt images are not copied. + +This is useful when you need to recreate a similar set of expenses such as recurring monthly reports. + +If you only need to duplicate specific expenses, [learn how to duplicate an expense](/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense). + +--- + +## Who can duplicate a report + +Any member who created a report can duplicate it. **Duplicate report** is available for reports in any status, including Draft, Processing, Approved, Done, and Paid. + +--- + +## How to duplicate a report + +1. In the navigation tabs (on the left on web, and on the bottom on mobile), go to **Reports > Reports**. +2. Locate the report you want to duplicate. +3. Click the report to open it. +4. Select **More**. +5. Choose **Duplicate report**. + +A new report is created and you are taken to it automatically. + +**Note:** You can only duplicate reports that you created. You can't duplicate other members' reports. + +--- + +## What happens after you duplicate a report + +A new report is created with the name **"Copy of [Original report name]"**. + +- If you still have access to the Workspace the original report is on, the new report is created on that workspace. +- If you no longer have access to that Workspace, the new report is created on your primary Workspace. + +Each non-card expense on the original report is copied to the new report with the following details: + +- Merchant +- Amount and currency +- Category +- Tags +- Tax + +The following details are **not** copied: + +- Date is set to today instead of the original date +- Receipt images are not included on the duplicate expenses +- Card expenses (company cards and Expensify Cards) are not copied +- Per diem and distance expenses are not copied when the new report is created in a different Workspace than the original + +--- + +# FAQ + +## Can I duplicate multiple reports at once? + +No. Reports must be duplicated one at a time. + +## Are card expenses included in the duplicate? + +No. Only non-card expenses are copied. Expenses from company cards or Expensify Cards are skipped. + +## Does the duplicate include receipt images? + +No. Receipt images are not copied to the duplicate expenses. You will need to attach new receipts if required. + +## Why is the Duplicate report option not showing in the More menu? + +**Duplicate report** only appears on reports that you created. If you are viewing someone else's report, you will not see this option. diff --git a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md index f76bd63be9bf..f233b9ba47a2 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md +++ b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md @@ -48,6 +48,7 @@ Report actions guide the submitter, approver, and payer regarding the report's s | **Mark as exported** | On approved/paid reports when integrated to an accounting system| Admin, Exporter | Marks the report as manually exported for tracking purposes | | **Export to [accounting system]** | When an accounting system is connected | Admin, Exporter | Sends the report to an external system such as Xero or QuickBooks Online | | **Duplicate expense** | On non-card expenses in any state | Submitter | Creates a copy of the expense on your primary workspace with the same details. Date is set to today and receipts are not copied | +| **Duplicate report** | On reports the submitter owns, in any state | Submitter | Creates a copy of the report and its non-card expenses. Date is set to today and receipts are not copied | | **Download** | Any report state | All roles | Downloads a copy of the report as a PDF | | **Print** | Any report state | All roles | Opens the report in a printable format and triggers the browser's print dialog | | **Submit** | For draft reports | Submitter, Admin (on behalf of submitter) | Kicks off report approval workflow | diff --git a/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md b/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md index bae7dcafc8cc..0e3fe8fd55ba 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md +++ b/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md @@ -33,6 +33,7 @@ The grey **More** button is always visible in the report header. Tap it to acces - Hold / Unhold - Unapprove +- Duplicate report - Download as CSV - **Print** - Change Workspace