Copy Companies

Matt Jennings Updated by Matt Jennings

Support has been added to allow you to copy certain details from one company into a new company, or from one company into another. As well as copying the basic company details into a brand new company, you can optionally copy across departments, cost centres, nominal codes and user codes.

To initiate a copy, go to Company>Maintain details>Copy

You will then be presented with a option to select the New company number (or select an existing company to copy data into)

Next you will the select the company to copy data from:

Next you will select what details you want to copy across:

If you are copying into a new company, it will simply copy across whichever fields you select and you will be presented with the following message:

If you are copying into a new company, the behaviour depends on whether you select Delete original records. If this is selected, the entry types you select will first be cleared down, and then copied across from the company selected.

If it is not selected, it will only add those to the list that don't exist currently. If a particular entry code exists, but has different details, for example department 02 in the company being copied from is Sales, but in the company being copied to department 02 is Accounts, then this will not be copied across and the department will remain as Accounts in the target company.

Once you are happy with the selection, click okay and it will take you to the company. If you are creating a new new company as part of the copy process, it will also copy other information which can be changed by going through the tabs.

You must click OK and then File>Refresh all in order for the pre-selected options to appear in the dropdown lists. Failure to do so may result in them not appearing in the first instance

Was this article useful?

Import Cost Centres and Departments

Import Benefits

Contact