Goal:
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.
Steps:
Navigate to Settings → Manage Chart of Accounts.
Click + Create account code
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.