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Renaming Category numbers

  • 1.  Renaming Category numbers

    Posted Dec 30, 2019 12:24 PM
    Hello

    I would like to cleanup some of our accounts within GP 2016 R2, as I have inherited the system from former employees.
    Can I rename account categories in GP? As all 48 categories have been used. Unfortunately the categories that we currently have do not line up with our categories within our Financials.  Being self-taught for GP my other question would be if I change the categories would it automatically update the accounts associated with the former account category?

    Example:  currently our account 61000 category is "Cash"  but I would like to change this to "Client Services"  As we have various programs associated with the account number. So would all "Cash" be updated to "Client Services".

    Hopefully this makes sense?

    ------------------------------
    Penny Linn
    Director of Finance
    Meridian Behavioral Health
    New Brighton MN
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Renaming Category numbers

    SILVER CONTRIBUTOR
    Posted Dec 31, 2019 08:52 AM
    Penny,
    It sounds like the Financial Statements are currently based off of GL Accounts and not categories. Therefore the categories are not doing anything except they are used on a few KPIs like Gross Profit (which most people don't use) with that in mind.

    Yes you can add new categories in GP (Financial > Setup > Category)
    **** Don't change old ones
    **** Case matters
    **** Use as tags not specifics (ie "Accounts Receivable" is fine it does not need to be "Accounts Receivable, Net")

    Yes you can change the Category on the accounts.

    Also, both Management Reporter and Jet reports can build reports using the categories.
    ***** note with Management Reporter you will have to rebuild the datamart after changing the category on an account. Management Reporter does not automatically pick up the changes.

    I hope this helps.

    PS there is also an Account Number changer combiner in PSTL (Professional Service Tools Library)


    ------------------------------
    Chip Reed
    Sr. Project Manager
    NexTec Group
    Canton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Renaming Category numbers

    Posted Jan 02, 2020 06:16 AM
    Thanks Chip.   My understanding (I could be wrong) is GP gives you 48 line items to use.  Unfortunately every one of them has been used. Our MR is based on account numbers which I've been cleaning up as well.

    Thanks again!

    ------------------------------
    Penny Linn
    Director of Finance
    Meridian Behavioral Health
    New Brighton MN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Renaming Category numbers

    SILVER CONTRIBUTOR
    Posted Jan 02, 2020 08:30 AM
    Penny,
    You just need to go to the bottom of the list to add new categories. Note it will display an astrict * instead of a number.

    Chip



    ------------------------------
    Chip Reed
    Sr. Project Manager
    NexTec Group
    Canton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Renaming Category numbers

    Posted Jan 02, 2020 08:39 AM
    Thank you!  Sometime I have those DUH! moments.


    ------------------------------
    Penny Linn
    Director of Finance
    Meridian Behavioral Health
    New Brighton MN
    ------------------------------

    Academy - Online Interactive Learning from Experts


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