To Copy a Record's Contents to a New Record

In MYOB Advanced, you can create a record (a document, transaction, class, or profile) by coping and pasting the contents of a record of the same type, as described in this topic. These capabilities are available on any data entry or maintenance for that is used for record creation. For more information about the creation of records, see Entering Records into the System: General Information and Copy-and-Paste Options and Record Templates.

Tip: If a record contains more than 1,000 detail lines, only the first 1,000 detail lines are copied to a new record.

To Copy a Record's Contents to a New Record

  1. On the data entry or maintenance form, open the record that you want to copy.
  2. On the Clipboard menu on the form toolbar, click Copy.

    The contents of the record are copied to the clipboard.

  3. On the form toolbar, click Add New Record.
  4. On the Clipboard menu, click Paste.

    The contents of the clipboard are pasted into the new record.

  5. Edit the elements in the new record.
  6. On the form toolbar, click Save to save the new record.

Now you can process the new record according to your company's workflow.