To use the general setup of the current data folder in your new data folder, select Use current setup when you create a new data folder. If you want to set up the controls for the new data folder yourself, do not select Use current setup.

The settings copied are as follows:

• Accounting Method and Assign Batch Name settings (File, Company Settings, General).
• Batch Control Totals settings (File, Company Settings, General, Batch Control Totals).
• File Locations settings (File, Company Settings, File Locations).
• Custom Descriptions settings (File, Company Settings, Custom Descriptions).
  Note: Custom Description changes include section formats for Accounts Receivable invoices, Contracts contracts and items, General Ledger accounts, Job Cost jobs, cost codes and categories.
• Post and interface settings, if applicable.

NOTE: Custom Descriptions are stored at data folder level in the TS.CTL, for example, if you make a change to JC Cost Code and call it JC Phase, then in the PvData folder of the TS_CTL for the corresponding record, the preferences are stored and saved.