Some organizations use the same account number and name consistently across several departments. The Chart of Accounts page includes a feature that verifies whether an account number and name match across departments, and lets you add the account to additional departments or update the name where it differs.
This article walks through adding account 52150 to two departments and updating the account name in two others to ensure consistency across all departments. For a visual walkthrough, see the "Add or Change Account Names across Departments" video, or browse the full library on the "Videos at a Glance" page.
Add or Change Account Names Across Departments
- From the General Ledger menu, select Modify > Chart of Accounts.
- Select the Fund and Department for the account you want to verify, then click Search.
- Click Expand All to view every account in the selected department.
- In the Usage column, hover over the Information icon to see a summary of how this account is used in other departments.
- Click the Information icon to open the Account Usage Detail pop-up window, which lists every department using this account.
- Select the Add? Check the box next to each department where the account should be added (for example, department 1-20).
- Return to the Usage icon and select "Change Name?" Check the box for each department where the account name needs to match (for example, department 3-0).
- Review your selections and click Update to save the changes.
Note: Account number and name changes take effect immediately across all selected departments.
Verify the Updated Account Usage
On the Chart of Accounts page, hover over the Information icon in the Usage column to view the refreshed account usage summary. The account should now appear at every level you added, with no departments listed as having a different name.
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