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How to Create a New Account Code

Goal:

  • Create a new Account Code
  • Add more Account Codes
  • Creating account codes and assigning departments

Steps:

  1. Select SETTINGS → Manage Chart of Accounts under the Finance section
  2. Select CREATE ACCOUNT CODE
  3. Type Account Code and Account Name fields
  4. Select the appropriate Expense Type from the drop-down
  5. Select the appropriate Department from the drop-down. Ensure this field is selected or the Account Code will not be available for the necessary Department(s). 
  6. Select SAVE ACCOUNT CODE

Success! You've created an Account Code.

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