Clone an Expense

The Clone an Expense action is available from the dropdown menu next to the

Create an Expense

button (downward arrow icon).

This function creates a copy of the selected expense from the list of objects.

• After clicking the Clone an Expense option, a new expense object is prepared and opened in edit mode.

• The cloned expense is not saved until the

  OK

  button is pressed.

Field Behavior When Cloning an Expense

When cloning an expense, some fields are pre-filled, while others are cleared to avoid transferring specific data from the original record:

• Object field (e.g., container number, voyage number) → cleared.

• Invoice-related fields (Invoice, Invoice Date, Invoice From) → cleared.

• Type = Estimate → retained, but Status is changed to Estimated.

• Other types → retained, but Status is changed to Approved.

• Surveyor field → cleared.

• Voyage field → cleared.

• Data from other tabs (Jobs, Containers, Documents, Preview) → cleared.