Copy Accounts

Copy Accounts

The Copy Accounts Wizard allows you to copy inventory and VAT accounts from one document type to the currently selected one.

Copy Accounts  button opens new form where we define Document Type, Copy Mode, and other options and trigger process with Copy button.

Doc. Type	The document type from which the accounts should be copied.
Copy Accounts	The accounts that should be copied. All – copy all inventory and VAT accounts Inventory  – copy all inventory accounts VAT – copy all VAT accounts Custom costs Custom Taxes
Copy Mode	Set how existing accounts should be handled. Add – copy only accounts for those item types that do not yet exist in the destination document type. Overwrite – copy all accounts and overwrite any existing settings.
Copy Payables / Receivables Account	Marked switcher copy receivables / payables account.
Copy Posting Side	Marked switcher copy posting side.
Copy	Copy accounts from the selected document type.

Copy Accounts from Existing Item Types or Tax Type

At every new entering of Item Types or Tax Type in document type setting, Pantheon asks if we want to copy account settings from an existing item type or tax type. When choosing OK the new window appears. We choose Item Type and Source.

Transfer Account Matrix

Transfer Account Matrix option can be found on wizard.  We use it to copy account settings from previous chart of account.

By confirming the message "Do you want to copy the account settings from an existing item type?", the table will be fulfilled with values from previous chart of account.  We wil copy Inventory accounts as well as VAT Accounts. There is one condition which need to be before copying established. The tables for Inventory accounts and VAT Accounts need to be completely empty.