Copying a financial transaction is similar to creating a new transaction. However, when a transaction is copied, some of the fields will be auto-filled with information from the original transaction.

The following types of transactions can be copied:

Regular Account Type

•     Charge Debit

•     Credit Memo Credit

•     Transfer-In Credit (only as part of Transfer-Out Credit transaction)

•     Transfer-Out Debit

Deposit Account Type

•     Transfer-In Credit (only as part of Transfer-Out Credit transaction)

•     Transfer-Out Debit

Payment Account Type

•     Debit Memo Debit

•     Payment Credit

•     Transfer-In Credit (only as part of Transfer-Out Credit transaction)

•     Transfer-Out Debit

Use the following procedure to copy a financial transaction for a patron:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.

4.  If necessary, filter the Financial Transactions grid.

5.  In the Financial Transaction grid, next to a transaction, click the  Edit drop-down menu, and select Copy to New Transaction. The New [Transaction] page will be displayed.

Alternatively, when viewing a financial transaction, click the  New drop-down menu and select Copy To New Transaction.

6.  Refer to the Add a New Transaction and Add a New Payment sections for information on completing the transaction fields.