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EBP Duplicate a folder

Ginou5777 Posted messages 14 Status Member -  
Ginou5777 Posted messages 14 Status Member -
Hello everyone

The software I personally use is
Compta / Devis Facture Classic 2017 EBP

At my work, I use the online pro version

I created and configured a file for company A and would like to
retrieve it to create a file for company B (so I don't have to redo all the basic settings)

I did this at work - initially, I copied and pasted
the folder, but folders A and B are somehow linked. After many
manipulations, I managed to make them independent, but I didn’t note
how I got there.
In some software, you can create a folder from an existing one

In this software, I can't find this option

Does anyone have a tip?

Thank you for your advice

Ginou5777

3 answers

  1.
    Ginou5777 Posted messages 14 Status Member 2
     
    Hello

    Sorry for not getting back to you sooner, but I wanted to have confirmation.

    Having EBP support, I contacted them

    Indeed, it is through the backup restore that you can "duplicate" a file.
    Of course, you need to delete previous exercises and ongoing entries.
    Reset the writing line counters, invoice numbers for commercial management, etc..........

    That's the info

    Have a good day everyone
    Happy Easter

    PS watch out for chocolate overindulgence

    Ginou5777
    1
  2. Ginou5777 Posted messages 14 Status Member 2
     
    Hello everyone

    No answer ...... But upon reflection, I found the solution

    To create folder B from folder A

    You just need to restore the backup of folder A
    and not give it the original name, but indicate B

    There you go .....

    If this can help someone ........

    Have a nice day everyone

    Ginou5777
    0
  3. contrariness Posted messages 343 Registration date   Status Member Last intervention   6 243
     
    Hmm... it's an idea...

    But a restore restores all accounts... and in cases where some entries have been validated, they cannot be deleted...

    If the goal is to have a snapshot of a folder... indeed, that's a solution, but if it's to open a folder for another company, all entries concerning the source would need to be removed...

    I haven't checked, but it seems to me that when creating a new folder, it's possible to retrieve the settings from another one... at least for accounting...
    As for commercial management, I don't know.
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