Default Descriptions

Use Default Descriptions to set the text that appears in the Description of each new account. The description combines the fields you select, in the order you add them, with separators such as spaces and hyphens.

For example, Account Code Segment, <Space>, <Hyphen>, <Space>, and Department Code Long Description produce the description Salaries - Executive Office.

To open Default Descriptions, from Settings, select General ledger, then select GL setup, Account setup, and Default descriptions.

For related account settings, review Account Setup, which covers account structure, category code ranges, and invalid segment combinations.

Note: The full default description can contain up to 60 characters. Set a length for each field so the combined description stays within this limit.

Edit Default Descriptions

1. Under Default descriptions, select Edit.

2. Under Field name, select Add a field or Add another field.

3. Select the fields to include in new account descriptions.

4. Under Length, enter the character length for each field.

5. To remove a field, select Remove next to its name.

6. Select Save.

Tip: To return to the original default descriptions, select Restore defaults.

Update All Accounts

To apply the current default descriptions to existing accounts, under Default descriptions, select Update all accounts, then select Update.