Vision Data
Additional Month end closing processing
Recently two month end closing functions have been added to the tasklist for end-of-month processing in Vision Data. Purging history: (this function will remove history older than 7 years (84 months) when run from each account in a profit center)From within the target profit center in Total Ad - ...
Vision Data - Merge accounts
Log into Vision Data and select the profit center that the account is in.from the TOOLS menu choose Batch Updates and MERGE ACCOUNTSIn the resulting window place the account that YOU WANT TO KEEP in the top field and the account that you would like to merge into it in the lower field. Click PRO...
Logging Into Paytrace for Class Ads
Paytrace Website - https://classadz.vdata.com/PayTrace/Login Select the appropriate Site. Select the appropriate Application. Password is provided by your manager. Session ID is from your Vision Data session. (See second screenshot) Click Login
Vision Data - Updating Salesperson History for a transferred account.
From time to time an account may be transferred or reassigned to a new salesperson. Accomplishing this is a two-step process: First the AR Master Account Record must be updated to the new salesperson so that all future ads will automatically assume this salesperson on each new order (although thi...
Vision Data Hosted Session, Setup, Email Update, 2FA, and Offboarding.
The VNC session for the Hosted Vision Data session can be found at:\\pascrcorpfs01\IT_Stuff\Software Folder\Vision Data\VD CLOUD VD_HostedAdd this VNC session to the users desktop and have them launch the session and login.The Current users will have the same login as they did in the past with -...