If you frequently record similar expenses like monthly subscriptions or recurring vendor payments, you don’t need to start from scratch each time. Instead, use the Duplicate feature to instantly create a copy of any existing expense, saving time and reducing errors.
Steps to Duplicate an Expense Record:
Navigate to the Data Table section in the sidebar and click on the Expenses Table.
Select the checkbox next to the expense you want to duplicate.
Locate the Row Action menu and click on the dropdown.
Choose “Duplicate” from the dropdown menu. The system will instantly generate a copy of the selected expense.
A copy of the selected expense will appear in your table, which you can then edit if needed.