When copying an account, this allows for copying journal templates, printout templates, and other account settings from one account to another.
A new account is created with a new financial year based on the dates entered. The following is copied from the account that is used as source:
- Payment methods
- Terms of delivery
- Account classes
- Accounts
- Journal templates
- Automatic coding
- Printout templates
- Journal types
- Default accounts
- Payment terms
The accounts that you can use as a template are created in a different way than the student accounts. They are directly created in the Client Manager.
Step 1: Add a new client in the Client Manager
Step 2: Create a client account for your new client
When you upload your student account template as descripted in step 2 of the getting started article you can choose copy existing account and then select the template company from the drop-down menu on the right side.