How do I copy account data from one Property/Group to the other?

Copying account data from reference

This function allows users to copy account data—such as forecast figures or formulas—from one department to another within the Profit & loss module. It is especially useful when setting up a new department, aligning similar outlets, or applying standard structures across properties.

Intended users:
Department managers, controllers, or anyone responsible for managing the Profit & loss forecast in PMI.

Access required:
Access to the Profit & loss module and Tools > Copy Account Data functionality. User must have permission to view and edit both the source and destination departments.

To copy from reference, go to the Profit & loss page.

1. Verify that you are in the right department with the correct formulas to copy from.
2. Open Tools.
3. Click Copy Account Data.
4. Under Source, choose the department of accounts you want to copy from. All sub categories or a single account can be selected.
5. Select the correct hotel and department to copy to.
6. Click Copy.

To copy from reference, go to the Profit & loss page.

1. Verify that you are in the right department with the correct formulas to copy from.
2. Open Tools.
3. Click Copy Account Data.
4. Under Source, choose the department of accounts you want to copy from. All sub categories or a single account can be selected.
5. Select the correct hotel and department to copy to.
6. Click Copy.