Creating a copy of a purchase

You can use the Copy feature to clone any existing purchase quickly. This is good for situations where you have regular standing orders with your suppliers, or have recurring automatic purchases occurring regularly.

To copy a Purchase:

1. Go to your Purchases page by clicking the Purchases tab in the top menu.

2. For the purchase you wish to copy, hover your mouse over the ⋮ icon (to the left of the purchase code)

3. Select  Copy Purchase from the menu options. This will create a copy of the purchase and immediately take you to the edit form for changes. 

4. On the form that appears, make any changes required to the copied expense, then click the Save Purchase button at the bottom of the page.

Note: The newly created purchase will automatically be dated with today's date and marked as unpaid and unreceived.