Details of Account List

A forum for all things related to Accounting.
Posts: 1
Joined: Thu Apr 28, 2016 10:14 am
Brief Company Description: Engineering Company
Deltek Vision Version: 7.0
Number of Employees: 15
Company Position: Controller
Number of Offices: 0
Year Vision Installed: 2011

Details of Account List

Postby queenkimmie » Thu Apr 28, 2016 10:20 am

Please be patient with me while I ask my question. :-) I am on day 4 of a new position that used Vision. I have never used this program before, and am searching for items.

The first thing I am searching for is how to look at the details of our chart of accounts. For example, I want to see a list of all transactions, with dates, for a specific account number, within the account list.

Is there a way to view this? I believe the COA really needs to be cleaned up; however, I would like to see when the last entry for that account by date.

TIA! I greatly appreciate anyone's assistance with this.

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