|
<< Click to Display Table of Contents >> Mass Copy Chart of Accounts |
  
|
|
<< Click to Display Table of Contents >> Mass Copy Chart of Accounts |
|
The Mass Copy Chart of Accounts function provides you with flexibility in adding new accounts into your existing chart of accounts. This function allows you to copy the following:
•GL Account IDs from an existing segment to a new segment in the same company
•Chart of accounts from another company in AccountMate to the current company provided that both companies have the same IFRS feature setting in Company Setup (i.e., IFRS feature is activated in both companies or not activated in both companies) and have the same segment attributes including the following:
oSegment length
oSegment type
oDesignation of the major segment
oDesignation of the fund segment, for fund accounting companies
|
To copy the chart of accounts, perform the following steps:
1.Click the Mass Copy Chart of Accounts function button from the Chart of Accounts group under the Maintenance menu of the General Ledger module.
2.Define the filter criteria for account segments that you wish to copy in the Selection Criteria page.
3.In the New Account IDs page, you can manually select the individual account IDs that you want to be copied from the source company to the target company.
4.When the copy is successful, a message is displayed informing you of the number of records created in the target company for GL Account IDs, account group IDs, and account segment values. Click Ok to proceed.
© 2023 AccountMate Software Corporation
