Instead of building every account from scratch, VRTrust lets you duplicate an existing account and update only the details that need to change. This is useful when you need a new account that shares the same classification, category, type, and assignments as an existing one.
Steps to Duplicate an Account
Navigate to Settings, then select Accounts to open your chart of accounts.
Locate the account you want to duplicate.
Click the ellipsis (…) next to the account.
Select Duplicate.
In the window that appears, the new account will be pre-filled with the same attributes as the original — including classification, category, type, and assignments.
Update the account name and adjust any other fields as needed.
Click Add Account to save the new account.
Example
You could duplicate an existing Rents account and rename it Rents - Discounts to reflect a different revenue category, while keeping the same underlying account structure. Once saved, the new account will appear in your chart of accounts with the updated details.
Why Use This Feature?
Duplicating accounts saves time during setup by reusing existing configurations rather than manually entering every field for each new account.
If you still have trouble, reach out to our support team.