Financials - Account Codes

The account codes tab on the Financials page allows organizations to create organizational budgets that track against actuals in certain reports. All functionality for this tool is accessible by being on the Account Codes tab of the Financials page.

Account Code Fields

• Code: Numeric digits associated with the account code.

• Name: Name of the account code.

• Type: Income or expense. This is important when generating budgets and income/expense reports.

• Active: Enable to activate the account code.

Deleting an Account Code

To delete an account code, check the box next to the record in the table and click the Delete icon below the table. A popup window will appear to confirm you want to delete it, and if so, click Delete. Once deleted, the record cannot be recovered.