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HansaWorld FirstOffice Start   >> Settings   >> Autotransactions  

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This text refers to program version 4.3  

Creating a new Autotransaction from an existing one

1. Open the 'Settings' list and double-click 'Autotransactions'.
   

   The 'Autotransactions: Browse' window opens, listing existing records.
   

2. Click the Autotransaction you want to copy, and click [Duplicate] in the Button Bar. Alternatively, double-click the existing Autotransaction and, when it opens, click [Duplicate]. A copy of the selected Autotransaction is shown in the window. The title bar reads "Autotransactions: New", indicating that a new record has been created but not yet saved.
   

3. Edit the Autotransaction in the usual way, and enter the missing information. The new Autotransaction must be given a new, unique Code.
   

4. Save the record using the [Save] button or click [Cancel] to discard the record. Close the window by clicking the close box.

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