Duplicating a Budget

Step     Action

  1.      Select {Settings} and then select {Budgets} under Customer. 

  2.      Select entries under Budgets to be duplicated by checking boxes on the left-hand side. All 

           entries can be duplicated by checking box to left of {New} above Code column. 

  3.      Select {Duplicate}. A results window will pop-up to indicate the selected budgets have 

           been duplicated. The duplicated security will also now appear with (Copy) in the name.

Note: Budget details will be duplicated but Customer and Contacts will need to be manually added.