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.

When duplicating one or more documents, you can select any future open period for the new documents to be duplicated. The new documents are created for the same company, with the document date automatically set to the first day of your selected period.

Duplicating a Single Cash Entry

To duplicate a single cash entry, perform the following steps:

  1. Navigate to the Cash Entry Lightning record page for the entry you want to duplicate.
  2. Click Duplicate. The Duplicate Cash Entry window opens.
  3. Select the period to which you want to duplicate the document and click Duplicate.If the current period is open, it is selected by default; otherwise, the next available open period is selected.

The cash entry is duplicated and a new record is created with a different cash entry number.

Duplicating Multiple Cash Entries

To duplicate multiple cash entries, perform the following steps:

  1. Click the Cash Entries tab.
  2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  3. Select the checkboxes for the cash entries from the same company that you want to duplicate. We recommend that you select no more than 20 cash entries.
  4. Click Duplicate. The window for duplicating cash entries displays. If this button is not available, contact your administrator. For more information, see the SalesforceHelp about adding buttons to list views.
  5. Select the period to which you want to duplicate the documents and click Next. If the current period is open, it is selected by default; otherwise, the next available open period is selected.
  6. Review the selected documents and click Duplicate.

The existing cash entries are duplicated and new cash entries are created with new cash entries numbers.

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.
  • You can duplicate a single cash entry on the cash entry´s Lightning page.
  • Duplicating multiple cash entries from a closed period is based on the same core logic as duplicating a single cash entry. However, this action is performed as a batch process, exclusively from the List View.