Add a new accounting code
Learn how to add a new accounting code.
- Click the Add New Accounting Code button.
- Fill out the following fields in the popup form:
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Accounting Code Name: Enter a unique and descriptive name for the accounting code.
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Accounting Code Type: Select the type of the accounting code from the dropdown menu. Examples include, Revenue, Asset, Expense, and so on.
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Category: Select the financial category, for example, Assets and Liabilities, the code belongs to.
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- (Optional) Override Constant GL Segment Values:
If a Constant GL Segment Value (defined in Add or edit a segment) needs to be overridden for this specific accounting code, add the new value in the relevant field.
For example, update the "Product SKU" constant value to a category-specific override. For example, SKU-12345.
- Click Save to create the new accounting code.