In HandiLedger, you can duplicate an entity for reasons such as the incorrect reference code was originally used and data has been entered.
For example, you have a client using the reference code of XYZD0001. This client has accounting information for both 2024 and 2025 years. You want the data duplicated into a new reference code – ABCC0001.
Important: Ensure the new client reference in HandiLedger does not exist in other HandiSoft modules.
This would be done as follows:
Log in to HandiLedger, then select the entity reference code XYZD0001.
Go to the Tools menu, then click Duplicate the Selected Entity.
In the New reference field, type in the new reference code (for example, ABCC0001).
Select the Select New Entity check box if you want the duplicate to select this new entity.
Click Ok.
Notes:
This process creates an exact copy of the HandiLedger data under the new reference code.
For incorrect code changes, suggest entering ZZ in front of the entity name and entering an inactive date in the Entity details window.