If the Company you wish to copy is not already open, Open your Company

Once the Company you wish to copy is open;

  1. Click File > Copy.
  2. An alert will display: You are about to make a copy of THIS company. Do you want to continue?
  3. Click Yes to continue.
  4. In File Name, enter the Trading Name OR Full Company Name.
  5. Click Save.
  6. An alert will display: The process is about to start. This process may take a few minutes.
  7. Click Click here to Continue.
  8. An alert will be displayed which allows certain items to be copied. The following options can be chosen;
    1. Employee Details Only (including Accrual Balances – No History)
    2. Awards & Agreements
    3. Pay Types (Pay Types, Allowances, and Deductions)
    4. Superannuation Funds
      Transactions and Taxation Balances are NOT copied to the new Company.
  9. Select the items to copy.
  10. Click Click here to Continue.
  11. Once the Company has been successfully copied/created, click Click here to Continue.
  12. Open your newly created Company
  13. Edit your newly created Company to update the required details
    1. If the Legal Entity Name is changed, you will need to request a new Company Registration Key
Revision: 10
Last modified: Mar 18, 2020