Building a new purchase order that's nearly identical to one you've already entered, or spinning up an internal version of a report you just formatted for the client, used to mean rebuilding from scratch. With this update, you can duplicate both in one click.
What's New:
- Duplicate a PO: Right-click any purchase order in the POs table and chooseDuplicate. The copy carries over the name, date, vendor, and every line item (description, qty, unit, rate, amount, and category). It lands as a Draft with the PO number appended -1, ready to tweak and submit.
- Duplicate a PDF report: In the PDF Builder, open the report's menu and choose Duplicate. You get an exact copy named "{report} copy", perfect for maintaining separate internal and external versions without rebuilding your layout.
How to Use:
- POs: Go to your POs table → right-click a PO → Duplicate → edit the draft → submit
- PDF Reports: Open the PDF Builder → click the ⋮ menu on a report → Duplicate → the copy opens as your active report
Both of these came straight from customer requests for a faster way to work from existing POs and reports.