Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics
- Select an Info Center Record
When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box. - 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. - Copy an Account Record
You can copy and modify an existing account to create a new account. - Modify an Info Center Record
You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers. - Delete an Info Center Record
When you delete an Info Center record, you permanently remove it from the Vision database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Chart of Accounts Info Center Overview