Copy operations

The Copy Operations page enables the administrator to copy structures and data (exchange rates and bundle data) within the application.

To access the Copy Operations page, click Configuration > System Structures > Copy Operations.

Copy structures from one period to another

The Copy Structure tab provides administrators with the ability to transfer system structures, such as the chart of accounts, list of companies, and more, from one period to another.

With this feature, administrators can initiate a transfer process that adds new codes from the source period into the target period. It also updates codes that exist in both periods based on the source period's configuration. However, it's important to note that the transfer process will not delete any codes that exist solely in the target period and are not present in the source period.

  Caution:  Before you proceed to copy structure from one period to another, ensure that you do a backup as this will erase the existing structure and may have impact on other settings.

On this page, the administrator is able to select a source period, and select structures to copy from the source.

To copy structures to working period:

1. In the Source Period field, specify the Consolidation Period you want to use as source (copy the structures from) or click to select a period.

2. In the Target Type field, you have these options to specify where the structures you select will be copied:

   • To copy the periods you select from the list of periods listed below, select Selection and then, select the periods.

   • To copy all the open periods, select All open periods.

3. Specify the structures you want to copy by doing one of these:

   • Click Select all to copy all the structures

   • Select the specific structures to copy

4. Click .

     Note:  Only inserts, including change of codes, and updates are copied.

Copy structures across customers

Administrators can copy system structures from one customer to other customers and periods. This is especially useful for fiduciaries who manage multiple customers with similar structures.

The Customer Copy Options toggle is available to users with the Administrator role.

When enabled, the toggle allows structures to copied:

• From one customer to another

• From one period to any period across different customers

To copy structures across customers:

1. Go to Configuration > System Structures > Copy Operations.

   The table displays all available periods. Each period clearly shows Customer Code and Customer Name which helps to identify which customer each period belongs to.

2. Enable Customer Copy Options.

   

3. Optionally, filter the list by Period Code, Period Name, Customer Code, or Customer Name.

4. Select the row from which you want to copy structures.

5. In the Structures list, do one of the following:
   

   • Click Select all to copy all the structures

   • Select specific structures to copy

6. Click to complete the process.

Copy data

Using the Copy data tab, administrators can copy exchange rates between periods and copy bundle data across companies.

Copy exchange rates between periods

1. Click the Copy Data tab.

2. In the Data Type field, select Exchange rates.

3. Select a Source period. You can use the button to search for the period.

4. Select a Target period. You can use the button to search for the period.

5. In the To currency field, select the currency to which you want to copy.

6. Click to display and the exchange rates that will be copied.

7. Click to copy the exchange rates between the selected periods.

Copy bundle data across companies

  Caution:  This action copies the bundle data of the selected company from one period to another. The copied data will overwrite any existing data in the target period.
Before proceeding, review the data carefully and consider creating a backup to avoid unintentional data loss.

1. Click the Copy Data tab.

2. In the Data Type field, select Data entry.

3. Select a Source period. You can use the button to search for the period.

4. Select a Target period. You can use the button to search for the period.

5. In the Company field, select the company or companies from which you want to copy the bundle data.

6. Select the Type of data you want to copy.

7. Click .

8. Confirm your action.