You can easily copy custom settings for your financials from another client using the Customize screen.
The system copies customized settings for group codes, styles, print order, etc., on any financial statement from one client to another.
For best results, select a client with a parallel chart of accounts. If not all accounts match from client to client, the system matches as much information as it can.
To copy financial formatting from one client to another:
1. Select Custom Formatting from the Financials menu to open the Customize screen.
The first time you access the Customize screen, you are prompted to select a source for your formatting.
2. Select the Copy from Other Clients option the Select Source field
The Select the Client drop-down list is enabled.
3. Use the Select the Client drop-down list to identify the client to copy.
4. Click Copy to apply the pre-defined groups you selected to your client.