Copy a Company Record
To add a new company, you can copy an existing company record and modify data, instead of creating a record from scratch.
When you copy a company to create a new company, payroll accrual codes, contribution codes, and withholding codes are automatically copied to the new company.
You can choose:
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Whether to copy the Chart of Accounts structure from the old company to the new company.
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Which setup information (configuration settings and structures) you copy from the old company to the new company.
To copy and modify a company record, complete the following steps:
- From the Vision Navigation menu, click .
- On the Subcodes tab of the Organization Codes form, move the row selector to the code for the company that you want to copy.
- Click Copy.
- On the General tab and Formatting tab of the Copy Company dialog box, modify the information to reflect the new company's details.
- If your firm uses the Multicurrency feature, modify the list of currencies on the Currency tab.
- On the Copy Information tab, select the
- Click the Copy Information tab and select the types of data that you want to copy.
- Click Save.
Before you process any data for the new company, you must log out of Vision and log back in again.