Copying A Transaction

If you need to copy a transaction, use the Activity Center to copy an existing transaction.

To copy a transaction

  1. In the navigation menu, click or tap Transactions > Activity Center.
  2. Browse or search for the transaction that you want to copy.
  3. Click or tap a transaction.
  4. From the Actions drop-down list , click or tap Copy. A new transaction of the same type appears with the fields already filled.
  5. Make any needed changes to the transaction. The procedure that you use to make the changes varies, depending on the type of transaction.
  6. When you are satisfied with your changes, submit the new transaction.