Copy a Transaction
Copying a transaction copies all financial information from an existing transaction into a newly created transaction. A transaction in the Transaction grid with a 'Copy' prefix in the loan number is identical to the original except that transaction comments, task comments, and tasks associated with the original transaction are not copied.
To copy a transaction, you must be assigned the Copy Transaction permission in Security Administration.
To copy a transaction, select 
and Copy Transaction.
Note: If you have been assigned the Apply Process permission in Security Administration, you
can apply a process to the newly created transaction.