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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