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Copying/duplicating a whole Section of a proposal

Sometimes it is necessary to copy a whole section [not just individual lines] to create an alternative option with one small amendment. An example would be the current configuration means only one option of VAT is able to be selected. The only work around to changing this currently is to copy each line item and drag to a new section to be able to apply the different VAT rate in the line item settings. This is very time consuming to do for say a Personal Tax return where where have set up a number of calculating options but no VAT is applicable on any fees. We would want to mirror all the options available to generate a new section template but but make this one alteration ie no VAT applicable.

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  • Jan 11 2024
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