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 Overview

You can copy a complete set of data from one company to another. In the new company: 

• Customer credit card information for the destination company is securely stored in a new Paya Exchange vault-only account.

• None is selected in the Enable Payments field.

• The Paya Exchange Settings section in Payment Type Maintenance is hidden until an option other than None is selected in the Enable Payments field in Company Maintenance for the destination company.

• PDF documents created using Paperless Office are not copied with company data.

 Before You Begin

• At least one company code and its data must already be defined.

 

To copy a company

1. Use any of the following methods to access Company Maintenance:

   • Log on to the software as the Administrator. The Administrative Tools screen appears. Click Company Maintenance.

   • Select Library Master Main menu > Company Maintenance

2. Enter a company code and company name, and then click Copy. For more information, see Company Maintenance - Fields.

3. In the Copy Data window, in the Source Company field, enter the company from which to copy. For more information, see Copy Data - Fields.

4. Select the Data check box corresponding to each module to copy the module data.

   Note The Common Information and General Ledger check boxes cannot be cleared.

5. Select the Forms check box corresponding to a module to copy custom forms, default form selections, and form settings.

6. Select the Reports check box corresponding to a module to copy custom reports and report settings.

7. Click Proceed.

8. Click Yes when a message appears asking to copy all data files to the selected company.

9. Click Accept.

A new company is created from an existing company.