3.6.5 Copy Cash Flow Edits Rule

You can copy Cash Flow Edits Rules to avoid entering data multiple times. This saves time and effort and also reduces mistakes.

To copy a Cash Flow Edits Rule, follow these steps:

1. Navigate to the Cash Flow Summary page.
2. Search for a Rule.

   For more information, see the Searching for Rules section.

3. Click on the Action icon against the Cash Flow Edits Rule 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.
6. (Optional) Enter a brief description of the rule.
7. Select the access type.
8. Click the Save button.