Account, OrgUnit and Object Questions

How Do I Add a New OrgUnit?
OrgUnits can be added through the "Yellow-Brick Road" tool on Synchronize Chart of Accounts or directly through the Add OrgUnits screen. Once th...
Mon, 4 Apr, 2016 at 9:09 AM
Account - Debit or Credit Setup (Typical Balance)?
To review the Typical Balance (debit or credit) for an account go to the Export Budget to GP screen: 1) Select the CompanyDB and BudgetID you ...
Tue, 5 Jul, 2016 at 10:30 AM
How Do I Customize "Tag" titles?
On the Manage OrgUnits, Manage Objects, and Manage ERP Accounts the "Tag" title can be customized. Below the title for "Tag1" was ...
Thu, 7 Apr, 2016 at 2:45 PM
How Do I Add a Budget Account Number?
Please see Create Budget Accounts.
Tue, 3 May, 2016 at 10:34 AM
What Do I Do to NOT create a Budget Account Number for a Previously Synchronized ERP GL Account?
In many cases, Budget Account Numbers are a subset of all available Great Plains Accounting Software "ERP" Accounts Numbers because not all ERP Ac...
Tue, 3 May, 2016 at 9:26 AM
Can I Change the Master Chart of Account Description?
Account descriptions are imported into Dynamic Budgets from Great Plains Accounting ("ERP") software during the Synchronize Chart of Accounts pr...
Mon, 17 Jul, 2017 at 8:25 AM
What Is the Hierarchy with Locking Accounts on "Submitted" (edit status) and "Approved" (approval status)?
When both AutoLockApprovedAccounts and AutoLockSubmittedAccounts settings on turn on in App Config/Menu Editor, an Account will be Locked when it is submi...
Tue, 12 Jul, 2016 at 11:32 AM
Why Don't I See An Account Number?
In order for an Account Number to be visible all segments of the Account Number needs to be setup, therefore the OrgUnit and the Object.  In addition the Ac...
Tue, 21 Mar, 2017 at 7:58 AM
How Do I Prevent Users from Drilling Down on Accounts?
This functionality can be used to: A) from a security viewpoint prevent Users from Drilling Down on Account detail; and B) prevent accidental Drill Down o...
Thu, 18 May, 2017 at 8:01 AM
How Do I to Delete an OrgUnit?
Please see the Manage OrgUnits article for more information. There are two options: Uncheck the IsBudgeted and InReports checkboxes to hide the unuse...
Tue, 30 May, 2017 at 3:38 PM