Duplicating a Cash Entry

You can create a cash entry by duplicating an existing cash entry. This creates a new "In Progress" cash entry with the same line items but with a new cash entry number.

To duplicate a cash entry:

1. In the Cash Entries list view, click the cash entry record that you want to duplicate.
2. Click Duplicate. The confirmation message appears, click Duplicate in the confirmation message window.
3. The cash entry is duplicated and a new one is created with the same lines but different cash entry number.

Note:

[Lightning Experience Only] When you have more than one current company selected, you can duplicate cash entries for any of the currently selected companies. You do not need to change the current company. Administrators can duplicate cash entries for any of their user companies, regardless of their current company selection.