OSAdmin
4 years agoValued Contributor
Transaction Matching - Copy Workflow Profiles?
Originally posted by Kathy Dyda
I am setting up Transaction Matching for our Cash Reconciliations. I have ~70 separate data sets and the data source is one file - thus I am using Data Splitting. A separate workflow profile is needed for each data set - properties are the same only the name is different. It seems I should be able to copy a sibling profile, change the name and save. I have not found a way to do this. Any recommendations?
(for a bit of humor, if anyone is curious it is six page downs, and five arrow downs to get to the 0_Frame_TXM_OnePlace - Transaction Matching workspace dashboard)