Front Office > Deal Entry
If you have deals that are very simular or you need to create a back to back transaction, it is possible to quickly make a copy of another deal.
The Copy Deal function is supported for the following deal types;
- FX
- FX Swap
- NDF
- Bank Account Transfers
- Loan
- Recurring Fees
- Credit Facilities
- Guarantees
- Loan (copy deal will open the wizard with the same info as the original deal)
- Interest rate swap (copy deal will open the wizard with the same info as the original deal)
- Open the deal you on want to Copy
- Click the three dots "●●●"- sign.
- Select 'Copy Deal'.
- Save
Permissions needed
The permission Register Deals (or Deal Type specific permission if applicable) is needed to Copy and Save a new deal.
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