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Copying a KBI set

Copying a KBI set

  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.

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