Duplicate an expense
Copy an existing expense into a new one — useful for recurring costs like a monthly subscription.
Recurring cost? Instead of retyping it each month, duplicate an existing expense.
- Role
- OwnerAdminManager
Expenses are manage-tier only (Owner, Admin, Manager).
Duplicate
Find the expense
Open Expenses and locate the row you want to copy. Duplicate works on any expense — including ones that are already locked to an invoice, which is exactly the recurring-cost case.
Choose Duplicate
Pick Duplicate from the row's actions. The create form opens, prefilled with the original expense's details.
Review and save
The date is set to today and receipts are not copied — everything else carries over. Adjust anything you need, attach fresh receipts if you have them, and save.
What happens next
You get a brand-new expense, unconnected to any invoice, ready to be billed when you next invoice the client.
Attach receipts to an expense
Upload up to 10 receipt files to an expense, view them from the list, and optionally share them with clients on an invoice.
Billable expenses
The billable toggle decides whether a cost can be billed back to a client on an invoice. Only billable expenses can be added to an invoice.