Banks (Key Conversions)

Use the Banks 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 Vantagepoint database.

Combine Bank Records

Use the Combine Records tab to merge existing duplicate bank records. The bank code defined under the Existing Bank column merges into the bank defined under the New Bank column. Combining will merge the records and all associated details and transactions are updated throughout Vantagepoint.

Change the Code of a Bank Code

Use the Change Number tab to change the code on an existing bank code. The bank code will be updated as well as any associated transactions throughout Vantagepoint.