Convert Accrual Code Keys

Use the Accrual Codes Key Conversion utility to change an accrual code or to close out (consolidate) accrual code data into a single accrual code.

You can consolidate data between two existing codes. Alternatively, you can set up a new code in which to close out accrual codes that are no longer in use.

Prerequisite: Back up your Vision database.

To change accrual codes:

  1. From the Vision Navigation menu, click Utilities > Key Conversions > Accrual Codes.
  2. Complete the fields on the Key Convert Accrual Codes form.
  3. 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.