Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics:
- Add a New Account Record
You can create new account records. Before you add an account, print and review a list of all existing accounts. - Add a New Cash-Basis Account Record
Vision is designed as an accrual-based application, but you can track both accrual and cash-basis data in Vision. If your firm enables cash-basis reporting, you must add a cash-basis account in the Chart of Accounts Info Center for certain accrual-based accounts. - Select an Account Record
When you want to find a hub record, you can use a Lookup, the Quick Find feature, or the I Search dialog box. - Copy an Account Record
You can copy and modify an existing account to create a new account. - Modify a Hub Record
You can modify most hub records at any time. The basic procedure that you use to modify records is the same for all hubs. - Delete an Account Record
When you delete a hub record, you permanently remove it from the database. You cannot undo the deletion of a hub record. The basic procedure that you use to delete records is the same in all hubs.
Parent Topic: Chart of Accounts Info Center Overview