Using this function you can bulk move Expense Sheets from Project to Project and can be moved via Workstage too. For Fee projects, expense sheets can come from more than one Workstage, but must be moved to a single Workstage.

  • Navigate to the Control Panel > Home > Expense Sheets > Expense Sheet Bulk Move
  • Select the weeks you would like to move the Expense Sheet From and To:
  • You can move All Staff’s Expense Sheets, or drilldown to an individual:
  • Next you will need to select which ‘Project’ you would like to move the Expense Sheet
    from:
  • If there is a particular ‘Workstage’ you would like to move the Expense Sheet From and To then you can also select that option here:

*Please Note: if you do not want to select a ‘Workstage’ then you should just leave the field as it defaults as ‘(None)’

  • Once you are happy with your selections, you can click the  button to show the results.
  • The below window will appear below the search. In here shows your results:
  • Select the relevant expense sheets using the tick box . Once you are happy you have selected all the expense sheets you require, you will need to click the  button to complete the task.

*Please note: if there is an issue with the selection, it will flag up in the ‘Warning’ field.

Expense Sheet Bulk Move Audit

The Expense Sheet Bulk Move Audit screen allows you to see which Expense Sheets were modified via the Expense sheet Bulk Move control panel.

  • This tool can be found by navigating the Control Panel > Home > Expenses Sheets > Expense Sheet Bulk Move Audit.
  • Enter the relevant details, and click .
  • The details of the search will appear in the box at the bottom of the page in the box
    labelled ‘Audit Records’.