Expenses can be transferred or copied from one matter to another. You can do this for a single expense or for multiple expenses at once.

The move and copy process works as follows:

1. Select the desired expenses and click Move / Copy Expense on the ribbon.
2. Select the target matter to which the expenses will be moved or copied.
   • By default, the selection list displays the matters of the same customer.
   • If several expenses from different matters of the same customer have been selected, the user will be shown only that customer’s matters.
   • If the expenses belong to matters of several different customers, no filtering is applied.
3. The Move / Copy Expense summary window confirms whether the transfer or copy was successful.

The power user may have defined in the settings (> Business Unit parameters > Allow moving and deleting expenses only for a user group) which user group is allowed to move and delete expenses. In that case, only the power user and members of the defined user group may move or delete expenses. If you are not part of the specified user group, the software will notify you that you lack the required permissions.