Enter your idea

Being new to the business, new to finance and bookkeeping and even newer to Xero we are starting from scratch with our "Chart of Accounts". As we grow and want to create sub accounts for clearer reporting - having to manually 'add account' each time, and reselecting all the appropriate account settings is very time consuming, especially for a novice like me. Being able to right click and choose to duplicate an existing account and then be prompted to rename/renumber it would be so much quicker.

My work around is currently to open up the existing account - take a picture on my phone (of all the settings and set up) close that account, click 'add account' and then replicate the account settings, eg set the type, description, new numbering code and tax etc. If I don't take a picture on my phone I will later find out I didn't pick the right sequential code number and so have to go back and correct it, or the descriptions don't match confusing other members of the team later down the line. You name it, I've accidentally done it.

Duplicate or copy & paste seems like a standard process needed in pretty much every electronic platform out there - it would play a big part here in 'Chart of Accounts'.

Or am I missing something?