Key Convert Accounts Form

Use the Key Convert Accounts form to change one or more account numbers throughout Vision.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > Key Conversions > Accounts.

Contents

Field Description
Combine Existing Accounts Select this option if you want to consolidate existing accounts. Vision allows you to enter an existing account number in the New Account field.
Account

Select the account number(s) that you want to change by performing one of the following actions:

  • Click Insert to insert a new row in which you can use the Account lookup to select one account number.

  • Click Lookup/Insert to display the Account lookup, where you can select one, more than one, or all account numbers.

Name Displays the name of the account. Click this field to go to the Chart of Accounts Info Center, where you can modify account data.
New Account Enter a new account number. Or, if you selected the Combine Existing Accounts option, you can enter an existing account number.