Table of contentsNo headers
To copy an Invoice:
- Navigate to: Cost ManagementInvoices.
- Select your project from the Favorite Projects drop-down menu.
- Select the invoice you want to copy.
- Click Copy.
- Select the project where the original item or document is located.
- Select the invoices you want to copy.
- Type the new item or document number, if the default is incorrect.
- Type the new description for the item or document.
- Click Continue.
- Edit fields as required.
- Click Save.
You can also copy a recently created or modified document by navigating to the Personal OrganizerCW Desktop and using the Copy action in the Take Action drop-down for a document.