Copy and paste adjustments

Use the following procedure to copy and paste selected adjustments in the Adjustments grid.

  1. Select adjustments in the Adjustments grid, and then click Copy in the toolbar. (A green alert indicates that the copy was successful.)
  2. If applicable, select the current period that you would like to paste the adjustments into from the Settings tab.
  3. Click Paste in the toolbar and choose one of the following options.
    • Paste Original. Pastes identical transactions into the Adjustments grid.
    • Paste Reversed. Pastes the adjustment into the Adjustments grid with the debit and credit amounts reversed.
    • Paste Without Values. Pastes the adjustment into the Adjustments grid with the debit and credit amounts value set as 0.00.

Notes

  • The Copy button is unavailable (grayed) until one or more adjustments are selected with no workpaper reference attached.
  • When you click the Copy button, the application notifies you that the item was copied successfully to the clipboard.
  • The Paste button is unavailable (grayed) until an adjustment has been successfully copied.