Enter Account Balances History

You can enter information about general ledger account balances prior to the installation cutoff date.

To enter historical account balance information:

1. From the Vision Navigation menu, click Utilities > History Loading > Account Balances.
2. On the Account Balances History form, select the organization for which you want to enter balances.
3. Complete the fields on this form.
4. To save your changes, click Save.