Create Slips from Another Type

From the Home Screen use: 3. Forms and Data > Make Global Changes > Create Slips from Another Typebr /> From the Menu use: Tools > Global Changes > Create Slips/Forms from Another Type

Use this tool to rapidly create slips of one type (ie: T5) from already existing slips of another type (ie: T4) in situations where various slip types share an identical or nearly identical set of recipients. NOTE: Slips of another type can only be created within a single company, and cannot copy slip information from one company into another company.

Changes made using this tool CAN NOT be undone; we recommend that you use “Backup Data File” to create a backup of your data file before proceeding.

Global Changes - Create Slips from Another Type

Company and Types of Slips

Company - Specify the company within which to create the new slips of any type from slips of another type already existing within that company
Type of slips to copy from - Use the drop-down box to select the type of already existing slip containing the data to be copied
Type of slips to create - Use the drop-down box to select the type of slip to create from the existing data

Slips to be Copied

Select All - Select all slips of the type to be copied or select slips individually
Clear All - Clears the Selection

Buttons

Create Slips - Create the new slips from the selected slips