If you use the same rates across multiple accounts or account classes, you can save time by copying rates instead of creating them individually.
Follow these steps to copy rates from one account or account class to another.
How to copy rates
Select the source. In Rates & Services, select the account or account class that currently has the rates you want to copy.
Click Copy Rates. Select Copy Rates to begin copying.
Choose a destination. Select the account or account class where you want to copy the rates to and if you'd like to copy over any expired rates:
If you selected an account, the dropdown will show other accounts.
If you selected an account class, the dropdown will show other account classes.
Click Copy. The rates will be copied to the destination.
Important: Copying rates adds the rates currently assigned to the source account or class to the destination. It does not replace or remove the destination's existing rates
.



