Setup Budget Accounts Dialog Box

Use the Setup Budget Accounts dialog box to select accounts to import to the current budget.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Budgeting > General Ledger.
2. On the toolbar, click Tools > Import Accounts.

Contents

Field	Description
Accounts From	Select the source of the accounts that you want to import.
Available Accounts	Select one or more accounts in this field and then click Select to move the highlighted accounts to the Accounts to Import field.
Replace matching account numbers when importing	Select this option if you have accounts specified on your budget and want to replace any duplicate account numbers/names when you import accounts. You cannot have duplicate account numbers in a budget. If you do not select this option and Vision detects duplicates, the original account numbers or names are retained.
Select	Select the accounts to import from the Available Accounts field and then click Select to move the accounts to the Accounts to Import field.
Remove	To remove accounts you have selected for import from the Accounts to Import field, select one or more accounts and then click Remove.
Select All	Click this option to move all accounts from the Available Accounts field to the Accounts to Import field.
Remove All	Click this option to move all accounts from the Accounts to Import field back to the Available Accounts field.
Accounts to Import	This field lists all accounts that will be imported to the current budget when you click OK.
OK	Click this button to import all accounts listed in the Accounts to Import field.
Cancel	Click this button to close dialog box without importing accounts.