How to Duplicate a Transaction

Duplicating is a shortcut to recreating an existing transaction.

1) With posted transaction open, click Other Actions > Duplicate Transaction

2) A confirmation message will pop up, click "Yes" to duplicate the transaction

3) Click "View" to open the duplicated transaction

4) Click "View", to open the duplicated transaction. If desired, remove the "Duplicate Of" from the header

5) Make any further updates needed (ex. Change Batch, Update Payment type). When ready, click "Open" to make the transaction available to Audit and Post.

Protip: When duplicating an AP transaction, you will need to mark for deletion any auto-generated offset lines that are copied over before you can Save the transaction.

Questions? Need more help?

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