Chart of Account Copy

1. In the Main Menu Bar select General Ledger > Chart of Accounts

2. Right-click on the account you want to copy and select Copy

Open

This window allows the user to copy the existing chart of account characteristics to a new currency, location, episode and/or production costing format. Transferring Accounts to new formats can be used in a variety of situations especially where Consolidated Cost reports are required. i.e. creating new Episodes, creating codes for another currency, creating different locations, etc.

Scenario:  You are working on a Co-Production, that requires both AU and US costs. You also are required to set up separate locations. Setup your AU chart of accounts example 'AU 01 000 1001' and so on. Once completed you can copy accounts then simple change currency to US and location to '02'. Then you can run consolidated reports in either AU or US.