Copying a KBI set

Owned by Frank Gambino
Last updated: Jun 07, 2016Version comment
1 min read
  1. In the toolbar, click the System Setup icon (  ).
  2. From the drop-down list, select Financial > KBI Sets.
    The KBI Sets screen appears.

  3. In the lower left corner of the screen, click the Copy button (  ).

    Note: You do not need to first select a KBI set to copy.

    The Copy KBI Set dialog box appears.

  4. From the Copy From Set drop-down list, select the KBI set from which details will be copied.
  5. From the Copy To Set drop-down list, select the KBI set to which details will be copied.
  6. Click OK.
    The dialog box closes, and the details are copied.