Duplicating a Cash Management request can save time when submitting a similar request. A new request is created using the information from the original request, and you can make any necessary changes before submitting it.
- Go to Requests > Cash Management requests
- Find the request you want to reuse
- Select the three dots next to the request and choose Duplicate
- Select the company for which you want to create the new request
- Select Next
- A new request will be created containing the same information as the original request. Update any information that needs to be changed
- Review the request and select Submit