Copy Accounts

Follow the steps below to copy accounts.

Procedure

  1. Select the account you want to copy in the list box and click Save As. The Save As dialog box opens.
  2. Enter the new code to save the account and its settings as and click OK. The new account is displayed in the list box.
  3. Change the name of the new account and click Save.

Results

  • There are two ways of deleting accounts. You can either delete the account in the account structure on the Define tab or the Overview tab. This method is suitable if the account contains no reported values. In this case, use the Validate Data function to check if there are any values in the account you deleted. Or, you can delete accounts using a change table. This method is recommended if the account to be deleted contains reported values.
  • The only way to move accounts or combine several accounts into one, if the original accounts contain values, is to use change tables.
  • To verify that the account structure does not contain any errors or invalid combinations, run the Verify Structure function.
  • If you make changes in the summation structure, you must re-generate the data entry forms that are affected by the change. You generate the forms manually by a change in the layout.