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Duplicate Chart of Accounts

Duplicate Chart of Accounts​

This procedure allows you to duplicate a portion or all your Chart of Accounts. You can duplicate the accounts for a particular cost center or company. This process will also create new companies or cost centers if they don't already exist.

Note: If you let the system create a new company using this process, please be sure that the new company to be created has the same accounting period set up (year-end) as the company being duplicated.

From the menu select, General Ledger, Maintenance Functions, Duplicate Chart of Accounts.

  1. Enter an Existing Company that will be used to duplicate accounts in your General Ledger.
    • Press F6 to list the Company Table.
  2. Enter the Company you are duplicating accounts in. If you enter a company that doesn’t exist, a new company will be created automatically by the system.
    • Press F6 to list the Company Table.
  3. The cursor will stop at the Short Description and Long Description prompts to allow you to name the new company.
  4. Processing will continue at the Existing Cost Center prompt if the company already exists.
  5. Enter the Existing Cost Center that will be used to duplicate accounts in your General Ledger. Bypass this prompt if you are duplicating all Cost Centers for the existing company.
  6. If you enter an Existing Cost Center to duplicate, the New Cost Center will be enabled.
    • Press F6 to list the Cost Centers
  7. Enter in this field the Cost Center you are duplicating accounts in. Note: This field cannot be left blank.
    • Press F6 to list the Cost Centers
  8. Click the Process button to duplicate the accounts.