DUPLICATING ACCOUNT NUMBERS

 

DESCRIPTION:  If you need to duplicate an account number set for multiple control numbers (e.g., you’re setting up a standard set of control codes for several different projects), you may quickly duplicate the account numbers by clicking the DUPLICATE ACCOUNTS tab.

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To start, click the GENERAL LEDGER button on the Main Screen , then click the ACCOUNT MAINTENANCE button.

 

To start the process of duplicating,

 

1. Locate an existing account set (last level) you want to duplicate.

2. Next click the DUPLICATE ACCOUNTS tab.

 

 

3. The window below will open showing you the account set you've selected and ask you to enter the NEW last account level you want to set up and the new description for this new account set.

 

 

 

 

4. Click OK to duplicate your accounts. A confirmation window will open showing you what will happen. If it’s correct, click OK to continue.  If incorrect, click Cancel.

 

 

5. If you enter a last level control number that already exists, you will receive a warning. Click OK to clear the error window and enter a different last level control number.

 

 

 6. After the account numbers have been duplicated, two final windows will appear.  Click OK on the Confirm window, then click OK once the duplication has been made.