Contents of the Key Convert Accounts Form

Select the accounts to be converted or combined.

Field Description
Combine Existing Accounts Select this option if you want to consolidate existing accounts. Vision allows you to enter an existing account number in the New Account field.
Account Select the account number(s) that you want to change by performing one of the following actions:
  • Click Insert to insert a new row in which you can use the Account lookup to select one account number.
  • Click Lookup/Insert to display the Account lookup, where you can select one, more than one, or all account numbers.
Name This field displays the name of the account. Click this field to go to the Chart of Accounts Info Center, where you can modify account data.
New Account Enter a new account number. Or, if you selected the Combine Existing Accounts option, enter an existing account number.