How to create a new Account Code
Updated over a week ago


  • Create a new Account Code

  • Add more Account Codes

  • Creating account codes and assigning departments

This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.

You must be a Superuser or have custom permission to Manage Chart of Accounts to complete the following steps.


  1. Navigate to SettingsManage Chart of Accounts.

  2. Click + Create account code

  3. Enter the account code details and click Save Account Code

Success! You've created an Account Code.

Additional Information:

  • If you sync account codes from an accounting software or ERP (e.g., NetSuite, QuickBooks Desktop), ensure that you add your account codes to your accounting/ERP software and not directly to Procurify.

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