When to copy the Chart of Accounts
You can use one company as a template to set the Chart of Accounts for a group or other companies. This allows you to save time setting up the Chart of Accounts for the other companies and groups in your Fathom organisation, especially if the companies or groups have similar setups or are in the same industry.
How to copy CoA between companies
Master company: The company or group where the CoA layout is set and being copied from
Duplicate company: The company or group that is receiving the CoA layout from the Master company
Additional knowledge & common questions