Account Maintenance User Defined

The Account Maintenance window in Dynamics GP has four user defined fields on it. Nobody really uses them but there’s a good reason to use them.

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 it’s the person preparing the monthly roll forward.

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