To the right of a transaction on the Register or the entity’s record, you’ll see a hotdog menu. To create a duplicate transaction, click that menu and click the Create Duplicate Transaction option.
This feature is useful not only for creating duplicate transactions, but also for using the duplicate transaction as a basis for creating a new transaction.
When you create a duplicate Expense, if the amount, vendor, and invoice number in the Check Note or
Internal Note field match, the system will warn you that you might be creating an invoice that could be a duplicate of another. If it is truly an exact duplicate, you can ignore the warning. In many cases, you may need to change something about the duplicate transaction to distinguish it from the original.
What about split transactions?
When duplicating a transaction with splits, the system will attempt to copy the splits along with it.
Please note, there is a limit of 100 splits. If the transaction exceeds this, the splits may not carry over and will need to be added manually.
