Copying forms

If some of your forms are similar, then you can save time by copying an existing form and then changing it.

To copy a form

1. From the JAMIS Administration home page > Setup tab, under Expense Setup, click e-xpense forms. Or, from the top of any JAMIS Administration screen, click Expense Setup > e-xpense Forms. The e-xpense Forms screen appears.

2. In the Filters section, enter one or more search criteria for the form that you want to copy. Your filter choices are: e-xpense form, description, form type, whether pre-authorization is required.

3. Click Retrieve to list form records that match the criteria you entered. The results appear in the bottom section of the screen.

4. Click Edit to the left of the form that you want to copy. JAMIS displays data for the form.

5. Click Copy. The e-xpense Forms Copy dialog box appears with the name of the current form in the Current e-xpense Form field.

6. Enter up to five characters for the name of the new form in the New e-xpense Form field.

7. Enter up to 30 characters for a description of the new form.

8. Click OK to save the new form. The main e-xpense Forms screen appears with the details of the new form.

9. Make changes to the new form as needed, then click Save to commit those changes.