When setting up a new fund or a new account branch under an existing fund, instead of creating each new account by hand, there is an easy way to duplicate multiple accounts. This process takes any existing account branch in your chart of accounts and copies it into a new branch. This process will not remove or change any existing accounts.
The following steps will guide you through duplicating an existing account or level in your chart of accounts:
- Click on the Accounts menu item.
- Choose which account or account level you want to duplicate.
- Click on the Duplicate button.
- Once the Duplicate Account window appears, enter the new number for the account or account level that you picked in step 2. If you are doing an account level such as level 3, then you do not need to enter a description.
- Click on the Submit button to start the duplication process.
- Exit out of Pro Fund Accounting and then log in again to make sure that everything happened correctly.
For example, if you want to duplicate all accounts under 201-000 and want the duplicate account to be 030 instead of 000, then you would select account 201-000 in step 2 and in step 4 enter 030. After the process is complete, all of the accounts that are under 201-000 will be copied to 201-030.
If you need to add a new fund which has a similar account structure to an existing fund, there are two steps:
- Click on the Accounts menu item. Click on the original fund number in the accounts. Click the Duplicate button. Enter the new fund number. Click the Update button. Exit out of Pro Fund Accounting and then log in again to make sure that everything happened correctly.
- Click on the Funds menu item. Select the Fund to duplicate. Click on the Copy button at the top of the window. In the New Fund Number window, enter the New Fund Number that was created in step 1. Click the Submit button.
When duplicating the fund account, there may be accounts that you do not want to have in the new fund. You can just delete those accounts from the chart of accounts.