Can I Change the Master Chart of Account Description? Article

Can I Change the Master Chart of Account Description? Article

Account descriptions are imported into Dynamic Budgets from Great Plains Accounting ("ERP") software during the Synchronize Chart of Accounts process. The descriptions can be changed in Dynamic Budgets on Manage Master Chart of Accounts.



1. Search for the Master Chart of Account Description you wish to change (Advanced Search is available);

2. Enter the Description you wish to use for the Account (please note the ERP_Description  is listed and cannot be changed);

3. Click "Save Accounts".


Below shows how the description appears on the Basic Budget Entry screen:


    • Related Articles

    • Manage Master Chart of Accounts Article

      Standard functionality is Print, Export to Excel, Print to PDF, Auto-fit Columns, Expand/Reduce Column Width, Filter, Column Data Sort-Ascending/Descending, and Copy and Paste. The Right-Click and Short-Cut Keys are: When a new General Ledger ("GL") ...
    • Synchronize Chart of Accounts Article

      Standard functionality includes Print, Export to Excel, Print to PDF, and  Auto-size Columns. When the system is first setup Great Plains Accounting ("ERP") software General Ledger ("GL")  Account Numbers are imported into Dynamic Budgets using  the ...
    • Account Number (Budget Account Number) Article

      An Account Number refers to the full General Ledger Account Number  ("GL Accounts") which originates from Great Plains Accounting Software ("ERP").  Account Numbers cannot be created in Dynamic Budgets. This is by design and acts as a control such ...
    • Object (Main Account) Article

      The Object is our term for the Main Account or Natural Account segment of the GL Account of the ERP Software (Revenue, Expense, Asset or Liability). The Object can be a single GL segment or can be the concatenation of a main account segment and one ...
    • What is the Relationship between the Master Chart of Accounts and Dynamic Budget's Budget Account Numbers? Article

      The below chart shows the relationship between Great Plains Accounting ("ERP") software General Ledger ("GL") Chart of Accounts Numbers and Dynamic Budget's Budget Account Numbers. To enlarge the chart, "double-click" on it and it will open in a new ...