Copying posting accounts

You can copy a range of accounts from one chart section, summary account, or accounting unit to a range of accounting units. Accounts are copied to posting accounting units only. The program does not overwrite existing accounts. This procedure describes the process for copying accounts.

  1. Access Mass Account Addition (GL121), and specify the information in the appropriate fields on the Copy From tab.
  2. Select the Copy To tab and specify the information in the appropriate fields using these guidelines:
    Level Ranges or Accounting Unit List

    You can select the accounting units to copy the accounts to by specifying ranges of level addresses or accounting unit list. For example, when specifying level ranges to copy the accounts to all accounting units in division 2, specify 2 through 2 for the division and blank through 99 for the department and cost center.

    Add If Account

    Use the Add If Account on the Copy To form tab to copy an account or range of accounts to accounting units only if a specific account number has already been assigned. For example, to add the account Overtime Pay to all departments that have a salary expense account, select the overtime pay account in the Major Account field on the Copy From form tab, and select the salary expense account in the Add If Account field.