Summary

The Copy Accounts window allows one account, all the accounts in a department or all the accounts in a fund to be copied into a new or existing fund. If a future fiscal year has been created for budgeting purposes, the copy process will create the general ledger accounts in the future fiscal year and create the goto accounts for the general ledger accounts in the current fiscal year.

Step by Step

1     Open the Copy Accounts window (GL> Utilities> Copy Accounts).

2     Copy the accounts.

• The Account Status drop-down menu is used specify whether all accounts, only active accounts, or only inactive accounts will be copied to the new fund, department, or account.
• Enter the Fiscal Year for the accounts that will be copied.
• Enter the fund, department or individual account number you would like to copy in the Account From field.
• Enter the destination fund, department or account number for the copied accounts in the Account To field.
  • If the specified fund, department or account does not exist, it will be created.
• Click the Submit button to copy the accounts in the fund or department or to copy the individual account.