When Should I Clone a lease?

A lease should be cloned in Crunchafi Lease Accounting when adding new leases with identical or similar attributes to an existing lease to save time and allow edits, or to remove the "Review + Approval" requirement if enabled in administration policies, noting that revised leases cannot be cloned.

When should a lease be cloned?

Cloning leases is useful in the scenarios summarized below

1.Adding new leases with identical or similar lease attributes of an existing lease. This avoids the need to start from scratch and gives users the option to edit details.
2.Removing the Review + Approval requirement from a lease if this setting is enabled under Administration > Policies.

View the following articles for step-by-step instructions:

Cloning a Lease In Crunchafi Lease Accounting

Removing "Review + Approval" From a Lease

NOTE

If a lease has been revised, it cannot be cloned.

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