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Copy Expense Setup

The Copy Expense Setup feature helps Lucernex customers address rental concessions and deferment scenarios in rent emergency situations. This feature was conceptualized and developed based upon the guidance provided by the FASB in mid-April 2020, stating that lease concessions related to COVID-19 could be treated as variable rent expense if the client chose.

With the Copy Expense Setup feature, you’ll be able to copy an existing expense setup record and use the copy to track rent concessions, deferments, or new rental structures that your landlords propose.

Although this feature was created due to the COVID-19 event, the Copy Expense Setup functionality can also be used in non-rent emergency situations as well.

ClosedSecurity Settings

To use the Copy Expense Setup feature, your user must have the following security permissions on their user class record.

Security Setting Value
Field Security > Summary Information > Summary Page Buttons > Copy Expense Edit

ClosedAdd Copy Expense action to your page layout

If you are using a custom page layout for your recurring expenses page, you can add the Copy Expense to the Actions menu on the right side of the page by using the Page Layout Editor. Skip these procedures if you are using the global page layout.

To add the Copy Expense to the Actions menu:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage Page Layouts link in the Company Administration column.

    The Manage Summary Pages page opens.

  3. Click the Manage List Layouts tab.

    The Manage List Layouts page opens.

  4. Find the layout you use for your recurring expenses page.

  5. Click Build Layout link in the Actions column of the layout you want to edit.

    The Page Layout Editor opens.

  6. Click Edit Layout tab at the top of the editing pane.

    This allows you to make changes to the body of the page layout rather than the list at the top of the page.

  7. Search for the phrase Copy Expense in the Search field at the top of the Fields pane.

    The appears in the Related Fields > Summary Information > Summary Page Buttons section of your search results.

  8. Click and drag the Copy Expense button from the Fields pane to the layout.

  9. Drop the on a A small square gray button with a plus symbol in its center. icon in the layout.

    The is added to the cell. It will not be visible on the page layout, but it will appear in the Actions menu.

  10. Click Save Layout.

    A save message appears. Your changes are saved.

  11. Click Close.

    The Page Layout Editor closes.

  12. Navigate to your recurring expenses page.

    The appears in the Actions menu on the right side of the page.

ClosedCopy Expense

The Copy Expense allows you to copy an expense setup record including its vendor allocations, expense schedules, and expense allocations.

To copy an expense setup:

  1. Select the expense setup you want to copy from the Expense Setup List at the top of the page.

  2. Click Copy Expense.

    This displays in the Actions menu on the right side of the page.

    The Recurring Expense Copy window opens.

  3. Select the check boxes for the types of records you want to copy:

    • Vendor Allocation

      The system will only copy vendor allocation records where the vendor is active.

    • Expense Schedule

    • Expense Allocation

  4. Click OK.

    The window closes. The expense setup is copied.

    Important!

    The Expense Type on your new Expense Setup record will be blank. You will need to update it manually.

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