Copy Deal

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) 

1. Open the deal you on want to Copy
2. Click the three dots "●●●"- sign.
3. Select 'Copy Deal'.
4. Save

Permissions needed

The permission Register Deals (or Deal Type specific permission if applicable) is needed to Copy and Save a new deal.