Duplicate a customer account

You can create a new customer account by copying an existing account. The new account will have the same Trading, Payment, and Documents details as the original account. You can choose to copy other details from the existing account, such as memos and attachments.

Duplicating an account can be useful if your customer uses different currencies or is migrating to the euro, and you want to create copies of the existing account to use with the new currency. See When traders change currency.

Note: Transactions associated with the original account are not copied to the new account.

Tip: To check if an account was created as a duplicate, use Account Enquiry to view the account and look for a Linked Customer account on the General tab.

To duplicate an account

1. Enter a Code for the new account you want to create.
2. Select Duplicate.

3. Select the account that you want to duplicate from the Code list.

   • To check the account you've selected, select View Detail.

   • If you can't see an account, you might have set its Active Status to Hidden. To change an account's status, see Change customer account status.

4. Select which information should be copied to the new account.

   • Make a euro duplicate will set the new account's currency to use the euro.
   • You can choose to duplicate memos, attachments, credit information, contact information, and alerts.
5. Select OK to create the new account.
6. Edit the new account if required.