Use the Copy Information tab to specify which account and setup data is copied from the old company to the new one.
Contents
| Field | Description |
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| Copy Chart of Accounts
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Select this option to copy the Chart of Accounts structure and accounts from the company record you selected to the new one that you are creating. After you finish copying company information, you can use the Chart of Accounts Info Center to add, modify, or delete accounts as necessary.
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| Copy/Type
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Select the kinds of setup information that you want to copy from the old company to the new one. Deltek strongly urges you to make a list of any types of data that you choose not to copy, as you must enter them separately after completing the copy procedure.
For example, if you do not select Accounts Receivable here, you must use Accounts Receivable Configuration to establish ledger headings, invoice mapping accounts, and AR mapping.
You should also be aware of the significance of selecting
Vendor Accounting Setup. See the discussion of Accounts Payable and Multicompany in the Concepts section of the help for information about the consequences of this option.
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