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How do you Disable Account Description Autofill for General Journals?

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Posted on by Nadim1

Hi all,

I'm wondering if it's possible to turn off the Account Description "autofilling" into the "Description" field when making General Journal Entries?

For example, if I select GL 6201 with the Account Name of "Salaries and Benefits" - this Account Name will "autofill" into the Description field. Generally, we want to have a more descriptive description for our entries than just the Account Name and so it's not really useful. I can't find a way to turn it off (would like the Description field to remain blank by default when a GL account is populated on the row). Also wondering if the description filed can be made mandatory for posting (so you are unable to post an entry with no description).

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Bilal Haider 414 on at

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Hi,

Yes there is an option available on General Ledger account card called Omit Default Descr. in Jnl.

learn.microsoft.com/.../required-descriptions-in-g-l-entry

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Nadim1 56 on at

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Thank you for the quick reply - is there a way to set this option "globally" vs per individual GL Account? It will be a huge hassle to manually toggle this option on all of our GL cards in each entity.

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Bilal Haider 414 on at

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As per my knowledge there is no option globally.

For bulk update you can use config package.

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Inge M. Bruvik 1,111 Moderator on at

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Unfortunately there is no global option for this that I know of. But if you use edit in excel for you chart of account it should be quick to toggle this for many accounts in one operation.

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Nadim1 56 on at

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Thank you - somehow I didn't even think of that as an option. I will use that to update all - thanks!

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