How do I copy an Interfund?
  • 31 May 2023
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How do I copy an Interfund?

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Article summary

Is there an easy way to copy an interfund? I am doing a number of interfunds that will only have a few changes on each one. I would like an easier way to do this instead of entering all the information multiple times.
 
  

Answer:

We recommend that you use a saved default inside the Interfund Transfer screen (the Red icon). After entering the information but before clicking 'create', Click on the defaults button.
Click Add, Enter a name for the default.
When you create further applications, just open the new interfund screen, click defaults, choose the saved template and click 'Load Selections',  then you can make the changes you need and post through as usual.
 
An alternate method would be to copy a posted Interfund and rather than using the Application History tab in the grants module, you would use the Interfund Application History tab in the Interfund module.

 


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