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:


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