Restore Account Names to Match the Chart of Accounts

When you add an account number to a budget, the Account Name field populates using the name specified in Settings > General Ledger > Chart of Accounts. Restore account names if you edit the account name and want to restore it to the original name, or if you change the name in Chart of Accounts Settings and want your budget to match.

Prerequisite: Open a Budget in Consolidated GL Budgeting.

To restore account names:

1. In the Budget grid of the Consolidated G/L Budgeting form, move the row selector to the account whose name you want to restore, or select multiple accounts.
2. On the grid toolbar, click Other Actions > Refresh Names.
3. Click Save.