Copying a Transaction

You can copy all the objects of a Transaction and use it for creating another Transaction. When you copy a Transaction, all the accounts, layouts, and mapping used in the Transaction will get copied to another Transaction.

To copy a Transaction:

1. Click Transactions > Transactions.

2. On the Transactions screen, click  > Create Copy.

   
   
   

3. On the Create Copy window, provide the name and description of the Transaction. The name and description of the Transaction are generated automatically based on the selected Transaction. You can edit the Transaction name and description that can be up to 48 and 300 characters long. 
   
   
   
   

4. Click Create Copy to create a copy of the Transaction.

   The copied Transaction will be in the deactivated state.