The Utilities button on the bottom menu bar in Sub-Account maintenance allows you to import Sub-Accounts from another company or from one Sub-Table to another.

• Enter the Company Code of the company you are importing from.
• The Sub-Table and Sub-Accounts range you want to import. (blank to ZZZZZ imports all Sub-Accounts).
  • Additionally, you can import group definitions (generally in Sub-Table 200-Summary Cost Centers) as well as the Sub-Account.
  • The Contact Info tab is a part of the import if it is a part of the Sub-Account being imported.
• If you want to change the current Sub-Table code to a new Sub-Table code, enter the New Sub-Table in the field. Leave it blank if you want it to remain the same.
• There is an option to copy the documents tab from the company from which the Sub-Account is imported. This will replicate the documents in the new company and change the document number to a new document number.
• Click on OK once you have selected your options.

NOTES:

• Importing properties must be done from the Property Master, which can be found in the Revenue/Billing module, Property, or in the Check Stub module, Property. Click on the Utilities button found at the bottom of the screen and then click on the Import Utility option.
• You can import Sub-Account information from one Sub-Table to another within the same company to save time.
• The import utility is not a destructive overwrite. It will only import Sub-Accounts that are not already present.
• The Sub-Account length must be the same in both companies.