Use the Liability Code Key Conversion utility to change a liability code or to close out (consolidate) liability code data into a single liability code.
You can consolidate data between two existing liability codes. Alternatively, you can set up a new liability code in which to close out liability codes that are no longer in use.
The Liability Code Key Conversion utility is only available if your company has installed Accounting, Billing, Planning, Expense, or Time.
Prerequisite: Back up your Vision database.
To change liability codes, complete the following steps:
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From the Vision Navigation menu, click
.
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Complete the fields on the Key Convert Liability Codes form.
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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 Schedule dialog box.
|