Copying a Finance Template
To copy a finance template:
- Click the Finance tab.
- Click the Finance Templates link.
- Click the Copy link next to the template you want to copy.
- On the Copy Finance Template page enter a new name for the template in the Copy To field.
- Select the initiative to associate with this template.
- Click Copy.
- To make changes to this template, see topic Editing Finance Templates.
Managing Finance Templates
Editing Finance Templates
Viewing and Editing Finance Categories within a Template
Managing the MS Excel Import and Export Template