Copying a Transfer

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You may wish to copy information from a transfer deposit to make subsequent entry easier. After copying the transfer, you may edit specific details before saving.

  1. From the home page, find the transfer you need to copy. Click the transfer name to open the transaction window.
  2. Click the “Copy” button. A new window will open with the information copied from the original transfer.
  3. Edit information as desired.
  4. Click “Save” to save your copied transfer.

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