In short
The Copy company settings function is used to copy:
Settings from Chart of accounts settings
Linked payroll items from Payroll settings
This is useful if you work with multiple companies that should be set up the same way, and you want to save time by reusing account settings instead of configuring everything manually.
The copying only applies to accounts where the account number (general ledger account) is the same in both companies.
💡 Note that VAT settings are not copied.
Step by step: Copy account settings
1. Go to settings
Go to Reconciliation under Settings & Admin in the menu on the left.
You will find the Copy account settings button under the following tabs:
Chart of accounts settings
Payroll settings > Mapping
Payroll settings > Payment Tax
💡 It does not matter which of these tabs you use – the function works the same way regardless.
2. Select companies to copy from and to
Click Copy company settings.
Select the company you want to copy from.
Select one or more companies you want to copy to.
Click Save.
3. Confirm and copy
Double-check that you selected the correct companies.
Click Confirm.
The settings are copied immediately.
💡 Note: This action cannot be undone.