Copy a Range of Accounts

Field Name

Type / Max Length

Action / Description

Copy from org code

Required
2 alphanumeric

Select the code for the organization from which you want to copy the accounts.

Starting account

Optional
10 alphanumeric

Enter an account number or click the lookup icon to select from one from a list. This is the first account in the range that you want to copy.

Leave the field blank if you want to start with the first account in the "from" organization

Ending account

Required
10 alphanumeric

Enter an account number or click the lookup icon to select from one from a list. This is the ;last account in the range that you want to copy.

Leave the field blank if you want to end with the last  account in the "from" organization

Copy to org code

Required
2 alphanumeric

Select the code for the organization to which you want to copy the accounts.

Skip inactive accts?

Optional

Select to only copy active accounts; leave blank to copy all accounts

To

Do This

Copy the accounts as specified

Click OK. After accounts are copied, the program returns to the list of accounts. See Add or Change a GL Organization or Account.

Validate entered data

Click Apply.

Return to the list of accounts without copying accounts

Click Cancel. See Add or Change a GL Organization or Account.