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Copying a Cashflow Document

A quick way to create a new cashflow document is to copy an existing one. The new copy duplicates all information from the original version except for the Number, which you can enter yourself or leave blank to have Proliance supply one.     

To copy a cashflow document

  1. Open the Cashflow register.
  2. Select the check box next to the cashflow document you want to copy.
  3. Choose Options > Copy to New.

    4. Proliance creates a new cashflow document based on the existing one.

  4. Make the necessary edits to the new document. Note that it's not necessary to edit the new document before saving it. Please refer to the following for more information on the fields for each page:

    5. Headings marked with an asterisk (*) are required. All other headings are optional.

  5. Click Save.

    6. Proliance saves the new document.