Duplicate an account

You can create an account from an existing customer account. The generated new account will hold the trading details of the original account. You can also generate the account to hold copies of memos and attachments from the existing customer account.

This is particularly useful if your customer is migrating to the euro currency and you want to create the new account using the customer's existing account and apply the euro currency as its denomination.

Once you have duplicated the account, you can see the Linked Customer on the General tab of the Account Enquiry.

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