Advanced Utilities Overview
The advanced utilities give you control over tasks such as batch deletions, search and replace, and data import.
Talent Management Web Service Utility
This version of Vision includes a new utility for connecting to the Talent Management application. See the following topics for more information:
Talent Management Web Service Utility
Set Up the Talent Management Web Service
Related Topics
- Posted Transaction Files Utility
Use the Posted Transaction Files utility to access posted transaction files. - Undo Posting Utility
Use the Undo Posting utility to reverse ("undo") completed postings. - Locked Transaction Files Utility
Use the Locked Transaction Files utility to unlock transaction files that were left in a locked state because an error occurred during posting. - Incomplete Postings Utility
Use the Incomplete Postings utility to access incomplete or failed postings so that you can track them and resubmit them. - File Reconciliation Report Utility
Use the File Reconciliation Report utility to see if a file reconciliation error has occurred. - Tolerance Report Utility
If your firm uses Organization Reporting and maintains separate Balance Sheets, debits and credits may post to separate organizations, which causes a tolerance. Use the Tolerance Report to find these discrepancies. - Translation Analysis Utility
When you use Vision with multiple languages, only the standard Vision field labels or codes translate and display in the selected language. Use the Translation Analysis report to see a list of all customizable labels and codes, which you must change. - Data Import Utility
Use the Data Import utility to bring records from outside sources into the Vision database. - Upload Adv Invoices
Use the Upload Advantage Invoices utility to upload edited invoices that you created in Advantage. This is helpful for Advantage to Vision conversions. - Project Closeout Utility
The Project Closeout utility closes out projects, phases, and tasks and transfers the closed-out information to either another project, phase, or task of the same type or to a special completed project, phase, or task number. Vision then deletes the closed-out project, phase, or task, and associated information, from the Vision database. - AR Paid Update Utility
The AR Paid Update utility updates the Accounts Receivable table by recalculating the most recent period when each invoice was paid in full. On the Accounts Receivable Aged report, Vision compares this information to the current period to determine which invoices to show. - VO Paid Update Utility
The VO Paid Update utility updates the voucher (VO) table by recalculating the most recent period when each voucher was paid in full. - EX Paid Update Utility
The EX Paid Update utility updates the Employee Expenses (EX) table by recalculating the most recent period when each employee expense voucher was paid in full. - Refresh PRSummary Table Utility
Use the Refresh PRSummary Table utility to calculate and save project summary information. - Refresh GLSummary Table Utility
Use the Refresh GLSummary Table utility to calculate and save General Ledger information. - Refresh Inventory Utility
Use the Refresh Inventory utility to refresh inventory quantities and the average cost for all inventory items. - Batch Deletes Utility
Use the Batch Deletes utility to delete multiple Info Center records, both standard and user-defined. - Search and Replace Utility
The Search and Replace utility makes it possible for you to update fields globally for multiple Info Center records. - Change W2 Quarter/Year Utility
Use the Change W2 Quarter/Year utility to adjust the W-2 quarter or the W-2 year for a payroll posting. - Multicompany Analysis Utility
The Multicompany Analysis utility is designed to help you set up the Multicompany feature. It generates a report that shows you where in Vision you need to provide additional Multicompany setup information. - GovWin IQ Web Service Utility
Use the GovWin IQ Web Service utility to connect Vision to the GovWin IQ Web service, which provides information about government procurements. To use this feature, you must subscribe to GovWin’s market intelligence and lead generation service. - Create
Client from
Vendor Utility
The Create Client from Vendor utility configures Vendor Info Center records for automatic conversion into records for the Client Info Center. This is useful if you want to merge data in the two Info Centers. - Enable Unicode Utility
Unicode is a database implementation that supports the entry and storage of characters from languages other than English and most European languages. If necessary, use the Enable Unicode utility to enable Unicode for your database. - Generate Configuration Package Utility
Use the Generate Configuration Package utility to generate Connect for Microsoft Outlook configuration packages. Configuration packages are XML files that contain information about how Connect for Microsoft Outlook Edition is configured. - Configuration Audit Purge Utility
Use the Configuration Audit Purge utility to remove data from configuration log records. The purged areas are Roles, Users, Screen Designer Security, and Exchange Rates. - Create Contracts from Fees Utility
Use the Create Contracts from Fees utility to create contracts based on the existing fee amounts for multiple projects at one time. - Talent Management Web Service Utility
Use the Talent Management Web Service utility to connect Vision to the Talent Management Web service and sync employee records between the two applications. To use this feature, you must have installed and configured Talent Management to work with Vision.
Parent Topic: Utilities Overview