Weekly Dynamic: Account Maintenance User Defined

The Account Maintenance window in Dynamics GP has four user defined fields on it. They don't get used for much, but I've got one use case that I think is pretty good.

Pick one of the UDF fields and use it to identify the employee responsible for reconciling that account. For cash accounts this is the person responsible for bank rec and reconciling to the GL. For other balance sheet accounts its the person preparing the monthly rollforward.

This makes it easy to run a COA based on the user defined field and get a reconciliation checklist for month end.

You'll want to use an integration tool like Integration Manager or SmartConnect from eOne for the initial load and for mass changes (like when an employee leaves or changes jobs).