Make a copy of the current financial to save time.
From either the map or on the Financials page click the desired Financial to clone.
Click the clone icon to started editing a new tile populated with the same information.
Make edits within the tile (change assignment, type, text, notes, etc.) and click Update.
The financial clone 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 new financial 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 clone button appears on previously saved financials, not unsaved ones such as stencil financials.
8/2024