Copying Charts in A Multi-Site Environment

  1. Open the Multi-Site Chart Copy form.
  2. Specify this information:
    To Site
    Select the site to which you want to copy chart records.
    Starting/Ending Account
    Select the range of accounts to include in the copy.
    Copy Reports To Account
    Select this check box if you do not want mappings to be confirmed if included in the copy.
    Overwrite Existing Records
    Clear this check box to skip records that already exist in the To Site without prompting an error message. If an account number existed previously, all information is overwritten (including notes) with these exceptions:
    • The Reports To account is overwritten only if the To Site is a Financial Entity and the Copy Reports To Acct check box is selected.
    • The Exchange Rate Type and Currency Translation Method fields are overwritten only if the To Site is a Financial Entity.
  3. Click Process.