Copying a Finance Template

To copy a finance template:

1. Click the Finance tab.
2. Click the Finance Templates link.
3. Click the Copy link next to the template you want to copy.
4. On the Copy Finance Template page enter a new name for the template in the Copy To field.
5. Select the initiative to associate with this template.
6. Click Copy.
7. To make changes to this template, see topic Editing Finance Templates.

See Also

Managing Finance Templates

Editing Finance Templates

Viewing and Editing Finance Categories within a Template

Managing the MS Excel Import and Export Template