The New Copy feature lets you create a new entity record based upon an existing record. When you use the New Copy command, the new record has selected information from the existing record already prefilled for you, reducing data entry by reducing the number of fields you need to respond to. The fields copied from the existing record vary depending on the entity type.
Example
Suppose you have several receipts payable to the same vendor. After entering the first receipt, you could create a new copy of the receipt as a starting point for entering the next receipt. The copy will have account numbers, codes, and other vendor information filled in so that you need only enter information in a few fields, such as date and amount, instead of creating the receipt from scratch.
In the Navigation pane, highlight the entity folder that contains the record you want to copy.
In the HD view, locate and highlight the record to copy.
In the toolbar, click the drop-down arrow next to the New button and select New Copy from the drop-down menu. The new record opens with selected data prefilled for you.
Open the record you want to copy from in its editing window.
In the toolbar, click the drop-down arrow next to the New button and select New Copy from the drop-down menu. A new record loads in the editing window with selected data prefilled for you.
Copy a record in the HD view