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How do I copy an Account Tree

Copy an Account Tree fully allocated to easily update for other purposes

Written by Sandra McCarthy
Updated over 10 months ago

This can be useful when setting up a Consolidated Group, you can copy an existing account tree, choose the one that is closest to your structure requirements as a starting point.

In Calxa, navigate to:

  • Reports > Report Tools > Account Trees

  • ACTIONS at top right > Copy Tree

  • Select the Workspace you'll to copy the tree to (defaults to the same workspace)

  • Give your Tree a new name to make it easily identifiable in the Report Settings

  • Tick the box to Automatically allocate accounts.

  • Choose COPY TREE

Then you will need to map the Accounts from the other organisations into the Headers of this new Tree.

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