RE: Using Alias Account Descriptions on Reports

We are in the process of changing the descriptions of our GL accounts (i.e. account #123 “Cash- ABC Bank” will now be #123 “Cash- XYZ Bank” but we would like to generate reports that include both the old description as well as the new.

Any thoughts on what field the old description should be entered into upon set up?  and how to include that field in the reports?

Our plan is to copy the old description to the new field and then replace the old description with the new.  Eventually, once we get accustomed to the new descriptions, we will stop using the old.

 

Andy Rookie Asked on February 17, 2020 in How To's.
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2 Answers

Thank you!  Very helpful.

Rookie Answered on February 21, 2020.
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