Duplicate a Transaction

Fairways Debt enables you to duplicate or copy a transaction, i.e. creating a transaction reusing another transaction characteristics to save time, for example.

 

Navigate to the Debt & Derivatives Application
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.com/eu.
  2. Select a customer account.
  3. Navigate to Applications Applications.png > Debt & Derivatives.

 

Duplicate a Transaction
  1. Open a transaction.

Portfolio_EN.png

  1. Click Actions Add_Blue_White.png > Create from Transaction.

Transaction_Action_EN.png

  1. Select the type of the transaction to duplicate.

Transaction_Action_CreateFromTransaction_EN.png

The new transaction form displays with copied data.

  1. Edit relevant details, if required.
  2. Click Apply to duplicate the transaction.

Transaction_Duplicate_EN.png

The new transaction displays.

Transaction_Duplicated_EN.png

 

 

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