Overview
The ability to copy transactions is useful when little to no data changes between transactions (rent, for example). The steps to copying a transaction are as follows.
Step 1 - Recall the transaction to be copied to the screen.
Step 2 - Select Copy from the toolbar.
Step 3 - Up to four pieces of information will be required to proceed. They are as follows.
| • | Check Number - The check number from the received payment to add to the transaction you wish to copy (in the Receipts Journal). |
| • | Key Field -The Key Field requested depends on the journal. For example, in the Purchase Journal, it is the vender invoice number; in Disbursements, it is the check number. |
| • | Transaction Date - The Transaction Date depends on the journal. For example, in the Purchase Journal, it is the invoice date; in Disbursements, it is the check date. |
| • | G/L Period - G/L period for the new transaction. Must be an open period. |
| • | Mark New Entry as Posted - When checked, the new entry will be flagged as posted (available based on Global Settings). |
