Accounting Structure

Shoaib Arshad

• September 25, 2023 11:03

Currently, there is no option to copy the accounting structure from another file. We can save the accounting structure from another file and use it as a template however, it creates a long list of templates.

I suggest that you should add the option to "set accounting structure (from another file)" in the tools menu under trial balance. This will enable one to get the accounting structure from last year's file when a new file template (enhanced risk) is used.

I consider it would be a relatively quick and easy fix for you and hope that it is implemented in the coming days.

2

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  David Howard

  • September 26, 2023 23:16

  Hello Shoaib, 

  Thank you for interacting with us.

  Currently as you've mentioned, if you customise an Accounting Structure within a file, you can save this and it can be used for other files moving forward. 

  We can have a call and discuss this further and clarify how we can proceed with this, 

  We look forward to hearing the feedback from the rest of the community,

  Note: Don’t forget if you like this suggestion hit the upvote on the right-hand corner of this post.  

   

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