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Copy the setup of an existing account into a new account form. Enter a new account number, then save.

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Business Value

  • Speeds up creating many similar accounts.
  • Prevents typing the same group and account type again.
  • Reduces wrong postings caused by a wrong group.
  • Copies the T0–T4 analysis codes in British accounting mode.
  • Restricts cloning to users who can add accounts.

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Use Cases

  • Accountant clones a rooms expense account and gets the same group ready.
  • Financial controller clones a British-mode account and keeps its analysis codes.
  • Chief accountant builds ten similar accounts without entering the setup each time.

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How It Works

Before, a new account could only be added from an empty form. You can now start from an existing account. See How do I add a new account to my chart of accounts? for the empty form.
  1. Open the account you want to copy.
  2. Click Clone.
  3. A new account form opens, filled from that account.
  4. Enter the Account Number. It is empty and required.
  5. Change any other field you need.
  6. Click Save.
Nothing is added to your chart of accounts until you click Save. If you leave the page, the clone is lost. The account you cloned from never changes.

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What the Clone Copies

  • Description
  • Arabic description
  • Group
  • Account type
  • Status (Active / Inactive)
  • Control account
  • Parent account
  • Account subtype
  • Custom Tags

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What the Clone Does Not Copy

  • Account Number — left empty. You must enter a number before saving.
  • Safe Box — always unticked. Only one account in the hotel can be the Safe Box account.
  • Balance — the new account starts at zero. A clone copies setup, never money.

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British Accounting Mode

In properties using the British accounting system, the clone also copies:
  • Main Account
  • All T0–T4 analysis codes from the account you cloned from
The analysis codes open as rows you can edit. Change or remove them before saving. Standard mode works the same way. It does not have these two fields.

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Saving the Clone

  • The account number must be unique.
  • A number that already exists gives an error. Your other values stay on the form.
  • All the usual required fields still apply.
  • You do not have to change the description. Only the account number must be unique.