Copying Transactions

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Once a transaction has been created, users can open the transaction to copy it for a new transaction. Many users find copying a transaction, a time-saving feature.

To copy a transaction,

1. Find the transaction in the General Ledger view or an account's detailed ledger by going to the Chart of Accounts view and clicking the arrow icon to the right of the account or account type involved in the transaction.

2. Click on the row to show more information and click the arrow on the far right of the transaction to go to the transaction details.

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3. In the Saved Transaction details, click the link to "Copy Transaction".

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4. In the pop-up menu, make any changes you need to your transaction.

5. Click "Save" to save your new transaction.