Copy Transactions

January 2012

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Save time with the new Copy Transactions

feature available in Sage Peachtree 2012.

You can quickly create a new transaction based

on a previously saved one much faster and

easier than it would take to create

a new transaction from scratch.

 

You can copy transactions from:

 

¨ Quotes

¨ Sales Orders

¨ Proposals

¨ Sales/Invoicing

¨ Purchase Orders

¨ Purchases/Receive Inventory

¨ General Journal Entries

 

Follow this simple and easy step to copy a transaction.

In a transaction window, bring up the transaction you would want to duplicate and click the Copy button at the top of the task window.

 

 

 

 

 

 

 

 

 

 

Peachtree instantly creates a copy of the transaction and displays it

in the task window, with the reference number removed and the date changed to your system date. Now all you have to do is make any needed changes to the information on the screen and then print or save the new transaction. The original transaction is unchanged. •