Copy an Account Record

You can copy and modify an existing account to create a new account.

When you copy an account, Deltek copies all information except for the Accounts Group grid.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

Prerequisite: Before you copy an account, print and review a list of all existing accounts.

To copy an account record:

1. On the Navigation menu in the desktop application, click Settings > Accounting > Chart of Accounts.
2. On the toolbar of the Accounts form, click New > Select Account to Copy.
3. On the Account lookup, select the account record that you want to copy.
4. Edit the account information and specify a unique identifier for the new record.
5. Click Save.