How to personalize G/L accounts for budget

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Posted on by Alejo Bohorquez

Hello everyone

I have the following question about budget functionality:

is it possible change the name of the g/l account in the code column as I show in the image?

In addition if is there a way to change the g/l account's name in the code column and including in one line several g/l accounts.

I'll appreciate your help, thanks in advance.

Regards,

Alejandro B

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Gerardo Rentería Ga... 26,091 Most Valuable Professional on at

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Hi

I would tell you that it is not possible, because this page contains a buffer table, since you can also change columns and rows dynamically, and what the code does is copy directly from the chart of accounts.

There are also some third-party applications, which could give you more flexibility and functionality around budgets.

Business Apps – Microsoft AppSource

Best regards

Gerardo

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Jun Wang 8,212 Moderator on at

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why you want to change the code name? the code is the account no. from chart of accounts

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Alejo Bohorquez 93 on at

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Thanks for your answer. It was helpful.

Regards,

Alejandro B.

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HVGEEL 310 on at

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Hi Alejandro,

i believe you have false expectations for the G/L Budgets functionality.

Aim is to provide budget amounts per G/L Account per period (and per dimension if that is a requirement).

This aim litteraly answers your question:
- you will only be able to provide budget amounts for G/L accounts that actually exist. Changing the G/L code to aonther (probably non-existing code) will make the budget useless.

If you should export the Budget to Excel and prepare it... the import will fail due to missing G/L codes.

Make sure to only use actual existing codes.

- adding amounts for for amounts for "several G/L accounts in one line" will fail as well: BC will not be able to determine what accounts the amounts are meant for.

My advice: get to know the G/L Budgets first as it comes out of the box... then try to adapt it to your needs. (although the possibilities for customizations are very slim, due to the remarks given?.)

https://learn.microsoft.com/en-us/training/modules/budgets-exchange-rates-dynamics-365-business-central/

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