Copy an Account Group Table Record

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

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.

To copy an account group table record:

1. In the Navigation pane, select Settings > General Ledger > Account Group Tables.
2. On the Account Tables form, click the Detail Groups tab or the Summary Groups tab.
3. Open the account group table record that you want to copy.
4. On the Actions bar, click Other Actions > Copy.
5. Modify the copied information and name the new record.
6. Click Save.