Saving out an accounting policy to use in other files

Save out an existing accounting policy

1. Click on a row within the accounting policy you wish to save out and select the Save button below the Note tab.

2. Give the accounting policy a name and click OK.

Insert the accounting policy into another set of Accounts

1. Click the Add note button beneath the Note tab and select User defined.

2. Click on the accounting policy you have saved out to load it into the accounts.

Create custom accounting policy

Click on the Add note button beneath the Note tab and select the Extra accounting policy option.