The financial copy button feature makes a copy of all of the data in a financial, including any data you have added on the Essentials, Details, and Notes tabs.

When clicked, the copy button includes the word "copy" in the Reference Name field to help differentiate it from the original. Please edit the data on all of the tabs as you see fit.

The copy button appears on previously saved financials, not unsaved ones such as stencil financials.