Copy Account Ranges
You can create new accounts by copying from an existing account range that already exists. This can be helpful when setting up a new fund.
In the steps below, fund 365 is used as a template for fund a fund 366.
1. Open General Ledger > Organization > Copy Account Ranges.
2. In the Accounts area, enter the account range of the fund you will be copying. Make sure that the to and from accounts are both surrounded by quotes. In addition, you can include the fund header. This too will be copied.
3. Select the Segment “(F) Fund” from the drop-down.
4. Enter the new fund number in the Enter new segment value to create field.
5. Click GO (CTRL+G).
A message will appear showing the number of new accounts that were created.
6. Click YES.
7. You can update the header (i.e. the fund name) by going to Organization > Account Headers.
- Enter the new fund number (e.g. 365-00000) in the Account header field at the top and press Enter.
- Change the Title as
needed.You can update any of the account
numbers created in the new fund by going to Organization > Chart
of Accounts.
8. You can update any of the account numbers created in the new fund by going to Organization > Chart of Accounts.
- Enter the new account number in the Account number field at the top and press Enter.
- Change the Title as needed.
- You may also delete the account if it is not needed.
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