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Original file line number Diff line number Diff line change
Expand Up @@ -11,6 +11,8 @@ You can create a copy of one or more existing reports and all of their non-card

This is useful when you need to recreate a similar set of expenses such as recurring monthly reports. You can duplicate a single report or select multiple reports and duplicate them all at once.

**Note:** If your primary workspace has an expired billing subscription, you will be prompted to add a payment card before you can duplicate a report.

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P2 Badge Correct the workspace named in the report billing note

For single report duplication, the app checks the policy the duplicate will be created on: useExpenseActions sets targetPolicyForDuplicate to the source report policy when it is still accessible, and only falls back to the default/primary policy otherwise. In that common case an expired source workspace triggers the payment-card flow even if the primary workspace is fine, while an expired primary workspace does not block duplicating into a healthy source workspace. This note therefore points users at the wrong workspace for report duplicates.

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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).

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Expand Down Expand Up @@ -100,6 +102,10 @@ No. Only non-card expenses are copied. Expenses from company cards or Expensify

No. Receipt images are not copied to the duplicate expenses. You will need to attach new receipts if required.

## Why am I prompted to add a payment card when duplicating a report?

If the workspace where the duplicate report would be created has an expired billing subscription, Expensify will prompt you to add a payment card before proceeding. You must resolve the billing issue to continue with the duplication.

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Cross-linking violation (HELP_AUTHORING_GUIDELINES.md Section 7): "You must resolve the billing issue to continue" is vague and doesn't tell the user how to do that. Per the cross-linking standards, prerequisite workflows should be linked. Consider adding a link to the billing article, e.g.:

"You must add a payment card to resolve the billing issue before you can continue with the duplication."


## 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.
Original file line number Diff line number Diff line change
Expand Up @@ -11,7 +11,7 @@ You can create a copy of one or more expenses using **Duplicate expense**. This

This is useful when you need to create similar expenses quickly without re-entering all the details manually. You can duplicate a single expense or select multiple expenses and duplicate them all at once.

**Note:** Card expenses cannot be duplicated. Only cash, distance, and per diem expenses are eligible to be duplicated.
**Note:** Card expenses cannot be duplicated. Only cash, distance, and per diem expenses are eligible to be duplicated. If your primary workspace has an expired billing subscription, you will be prompted to add a payment card before you can duplicate an expense.

<!-- LINK:
Learn about expense types.
Expand Down Expand Up @@ -92,6 +92,10 @@ No. Expenses from company cards or Expensify Cards cannot be duplicated. Only ca

No. Receipt images are not copied to the duplicate expense. You will need to attach a new receipt if one is required.

## Why am I prompted to add a payment card when duplicating an expense?

If the workspace where the duplicate expense would be created has an expired billing subscription, Expensify will prompt you to add a payment card before proceeding. You must resolve the billing issue to continue with the duplication.

## Why is Duplicate not showing in the menu?

**Duplicate expense** only appears when the expense is a cash, distance, or per diem expense that you created. It will not appear if:
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