Convert Bank Code Keys

Use the Bank Code Key Conversion utility to change a bank code or to close out (consolidate) bank code data into a single bank code.

You can consolidate data between two existing bank codes, or you can set up a new bank code in which to close out bank codes that are no longer in use.

Prerequisite: Back up your Deltek database.

To change a bank code:

  1. On the Navigation menu, click Utilities > Key Conversions > Banks.
  2. Complete the fields on the Key Convert Banks form.
  3. Select one of the following actions:
    Option Description
    To save the conversion to run later Click Save.
    To run the conversion now Click Run.
    To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the information on the Schedule dialog box.