Knowledge Base - Help Center

How to Replicate a Transaction Using the Web App?

Updated on October 26, 2022

From the Scenario page, click the Transactions tab.
Locate the transaction that you want to replicate.
Click the Edit Icon.
Reminder: You can only edit transactions dated from the current month to the subsequent months. You cannot edit historical transactions.
Click Update. The Replicate Transaction window will appear.
Edit the information as necessary.
Click Submit.