Account List

The Account List shows all of the account records currently set up in your Account Info Center. You can use this information to verify Account Info Center data, or for your reference, particularly if you have modified the Standard Chart of Accounts.

To print the Account List, you must open the Chart of Accounts Info Center. Then, click the Print button on the toolbar and select one of the available options:

  • Print Current Record
  • Print Active Group
  • Select Record to Print

After you select the account records to print, the Account List report displays in the Preview page. You can then print, download, or email the report.

If you have cash-basis reporting installed, the Account List also shows the cash-basis accounts specified for the corresponding accrual-basis accounts.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.