How to Clone a Document

From the Accounting menu choose the Find Document Item

• Search and open the document you wish to Clone
• Once the Document in open there is an Actions button at the top of the form
• Choose Clone
• Message will pop up asking where or not to use the original date, notes, tasks, or files attached to the original document
  
  • Click the corresponding check boxes if you want to keep the original date, notes, tasks, or files attached to the original document of the document
  • If you do not click any boxes, it will use the current date and have no notes, tasks, or files attached.

• When the Cloned Document pops up
  • Make any necessary changes to the document
  • Click Save & Post