9.5 Copying Rules

You can copy rules to avoid having to enter data multiple times. This saves time and effort and also reduces mistakes.

To copy a rule, follow these steps:

1. Navigate to the Rule Summary page of the rule you want to copy.
2. Search for a Rule. For further information, see the Searching for Rules section.
3. Select the appropriate rule and click Copy to duplicate the rule.
4. Select a folder where you want to save the rule copy.
5. Enter a unique name for the new rule.
6. (Optional) Enter a brief description of the rule.
7. Select the access type.
8. Click Save button.

To copy a rule in Cash Flow Edit window, follow these steps:

1. Navigate to the Rule Summary page of the rule you want to copy.
2. Search for a Rule.

   For more information, see the Searching for Rules section.

3. Click in the Action column and select Save As to duplicate the rule.
4. Select a folder where you want to save the rule copy.
5. Enter a unique name for the new rule.

   Optional) Enter a brief description of the rule.

6. Select the access type.
7. Click the Save button.