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:
- Navigate to the Rule Summary page of the rule you want to copy.
- Search for a Rule. For further information, see the Searching for Rules section.
- Select the appropriate rule and click Copy to duplicate the rule.
- Select a folder where you want to save the rule copy.
- Enter a unique name for the new rule.
- (Optional) Enter a brief description of the rule.
- Select the access type.
- Click Save button.
To copy a rule in Cash Flow Edit window, follow these steps:
- Navigate to the Rule Summary page of the rule you want to copy.
- Search for a Rule.
For more information, see the Searching for Rules section.
- Click in the Action column and select Save As to duplicate the rule.
- Select a folder where you want to save the rule copy.
- Enter a unique name for the new rule.
Optional) Enter a brief description of the rule.
- Select the access type.
- Click the Save button.