Copy Setup Window

The fields on this window pertain to the company whose setup you want to copy. Follow the guidelines provided below to complete the fields on the Copy Setup window.

Items in this window

Item	Notes
Source Company	Use this field to select the company whose setup you want to copy.
Database	Use this field to select the database that contains the company whose setup you want to copy. You can select Database List Manager from the File menu if you don’t see the database you want. Database List Manager helps you find hidden databases.
Options	Use these fields to specify the setup options you want to copy into the new company.
Book Defaults	Select this check box to copy the information from the Book Defaults tab into the new company you are creating. This option is unavailable if you are copying the setup into an already existing company.
Short Years	Select this check box to copy the short years into the new company you are creating. This option is unavailable if you are copying the setup into an already existing company.
Book Overrides	Select this check box to copy the information from the Book Overrides tab into the new company you are creating. This option is unavailable if you are copying the setup into an already existing company.
Contact Information	Select this check box to copy the information from the Contact Information tab of the source company into the new company. This option is unavailable if you are copying the setup into an already existing company.
Company Notes	Select this check box to copy the information from the Notes tab of the source company into the new company. This option is unavailable if you are copying the setup into an already existing company.
Calendars	Select this check box to copy the calendar used by each book into the new company you are creating. This option is unavailable if you are copying the setup into an already existing company.
Custom Depreciation Methods	Select this check box to copy any custom depreciation methods into the new company you are creating. If you are copying the setup into an existing company that contains custom methods with the same custom method codes as those you are copying, the system does not overwrite the already existing methods.
SmartLists	Select this check box to copy any SmartLists from the source company into the new company you are creating. If you are copying the setup into an existing company that contains SmartLists for the same fields in the company you are copying, the system overwrites the existing SmartLists.
Custom Fields	Select this check box to copy any custom fields from the source company into the new company you are creating. Custom fields include View, Title, Entry Mask, Default, Entry Order, and Message.
Customized Reports	Select this check box to copy any customized reports from the source company into the new company that you are creating. Expand the plus button to display a list of customized reports in the company then select the reports you want to copy. If you are copying customized reports into an existing company that contains customized reports with the same name, the system will apply a numeric suffix to create a unique report name.
Templates	Select this check box to copy any Templates from the source company into the new company you are creating. If you are copying the setup into an already existing company that contains duplicate names for templates existing in the company you are copying, the system overwrites the duplicate existing templates.
Image List	Select this check box to copy the list of images in Image Manager from the source company into the new company you are creating. If you are copying the setup into an already existing company that contains duplicate names for images existing in the company you are copying, the system overwrites the duplicate existing images.
Group Definitions	Select this check box to copy group definitions from the source company into the new company you are creating. If you are copying the setup into an already existing company that contains duplicate names for groups existing in the company you are copying, the system overwrites the duplicate existing groups.
Batch Report Definitions	Select this check box to copy batch report definitions into the new company you are creating. If you are copying the setup into an already existing company that contains duplicate names for batch reports existing in the company you are copying, the system overwrites the duplicate batch report definitions.
Replacement Value	Select this check box to copy the information from the Replacement Value window, including the RV Setup tab , the RV Index tab , and Estimated Life Override tab. The system does not copy calculated Replacement Value or Replacement Value override information pertaining to individual assets.