Copying Interfund Transactions

Copying Interfund Transactions

If you have many Interfunds that share similar information (e.g., coding, funds), and the quick entry process does not provide all of the information that you need, you can use the copy feature to copy both the gift and the grant, along with all of the coding and payment information for the Interfund.

TIP: Recommendation: If you plan to use the copy feature on a regular basis, create a "template" Interfund transaction that contains all of the desired information and place the transaction on hold. You can then copy this transaction, make any necessary changes, remove the hold, and process it with your other Interfunds.

1. In the Interfund module, open the Interfund transaction that you want to copy.
2. Go to the Application tab for the transaction.
3. Click the Copy button on the toolbar. The system will generate a new Interfund based on the currently selected record.
   NOTE: The Grant Date, Date Received, Status Date, Payment Date, and Gift Date will all change to the current date, but you can update them, if desired.

4. Make any additional changes to the transaction record, and then click the Save button on the toolbar.