Wizards

Wizards are tools available for maintenance tasks on the homepage. Account administrators and users with the relevant role permissions can use wizards to copy information or complete an action such as attachment deletion across multiple items at the same time. The wizards are useful when you want to update a large number of employee records with the same information, or remove expense attachments in bulk across a large number of expense reports based on your parameters, for example.

There are four wizards available:

• Bulk employee change wizard – The bulk employee change wizard enables you to copy field values and settings from one active employee record to multiple active or inactive employee records. See Making Changes to Multiple Employee Records at the Same Time.

• Expense report attachment deletion wizard – The expense report attachment deletion wizard enables you to free up some of your account storage space by deleting attachments associated for older expense reports that have been reimbursed or approved.

  To do so, go to Home and click Expense report attachment deletion wizard, enter a date range, choose between the reimbursed and approved expense report statuses. After you click Delete the attachments, all the attachments for expense reports with a date within the specified range and the chosen status are deleted. This action can not be undone.

• Bulk task change wizard – The bulk task change wizard enables you to copy field values and settings from one task across multiple tasks within a single project. This is helpful for maintaining larger projects.

  To do so, go to Home and click Bulk task change wizard. Step 1 of the wizard displays. Identify the customer and project. Select the task to copy from. Select the information to copy to another task. Click Next. Step 2 of the wizard displays. Select the task to copy to. Click Run.

• American Express receipt import wizard – The American Express receipt import wizard enables you to connect to an American Express online statement and download your receipts into a preexisting expense report.