Copy Company Dialog Box

Use the Copy Company dialog box to copy an existing company's data and use it as the basis for a new company.

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Display the Copy Company Dialog Box
You display the Copy Company dialog box in Organization Configuration.
General Tab of Copy Company Dialog Box
When you copy a company, the General tab will be populated with the original company's data. Update it to reflect the new company's data.
Formatting Tab of Copy Company Dialog Box
When you copy a company, the Formatting tab will be populated with the original company's data. Update it to reflect the new company's data.
Currency Tab of Copy Company Dialog Box
When you copy a company, the Currency tab will be populated with the original company's data. Update it to reflect the new company's data.
Copy Information Tab of Copy Company Dialog Box
Use the Copy Information tab to specify which account and setup data is copied from the old company to the new one.

Parent Topic: Fields and Options