Copying a Transaction

Owned by Holley Vosburgh
Last updated: Sept 05, 2023
2 min read

As an admin you have the ability to copy a transaction and create a new transaction.

For example; You have a building with multiple rentals all with the same information. You can copy a transaction previously created and save yourself time reentering the same information for each rental.

  1. Open a transaction

  2. Select Copy on the top section

     

  3. Select OK in new pop-up

  4. A new version will be created with the same title with a Copy

     

  5. Enter incomplete information for new transaction and Save and Close.

 

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