Copy an entry
If one of the Invoice Processing settings is displayed and maintained in a table, you can copy an entry in the table assuming that the Copy button is available at the bottom of the table.
You can copy an entry in a table by following these steps:
-
Open one of the
Invoice Processing
settings that is in tabular format.
For example, Settings > Invoice Processing > Global Settings > Database Connection.
-
Select the entry in the table that requires editing.
If available, the Copy button is enabled.
-
Click
Copy.
The Add window for the selected settings is displayed. The values for the fields is pre-populated with the values from the copied entry.
- In the Add window, modify the values in the listed fields as necessary.
-
Click
Save.
Your changes are saved, the New window closes, and the table is updated with your new entry.