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How do I copy an Account Tree

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

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 3 weeks 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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