Showing results for 
Search instead for 
Did you mean: 

Transaction Matching - Copy Workflow Profiles?

Community Manager
Community Manager
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)