Add a new accounting code and edit or delete an existing accounting code

1. Click the Add New Accounting Code button.
2. Fill out the following fields in the popup form:

   • Accounting Code Name: Enter a unique and descriptive name for the accounting code.

   • Accounting Code Type: Select the type of the accounting code from the dropdown menu. Examples include, Revenue, Asset, Expense, and so on.

   • Category: Select the financial category, for example, Assets and Liabilities, the code belongs to.

3. (Optional) Override Constant GL Segment Values:

   If a Constant GL Segment Value (defined in Step 1) 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.

4. Click Save to create the new accounting code.

5. Find the accounting code in the Accounting Codes table.
6. Click the Edit button in the Actions column.
7. Update any of the fields, including:

   • Accounting code details.

   • Active status.

   • Overrides for Constant GL Segment Values.

   For troubleshooting help, see the section "Troubleshooting tips" in Step 2: Accounting code setup.
8. Click Save to apply your changes.

9. Find the accounting code in the Accounting Codes table.
10. Click the Delete button in the Actions column.
11. Confirm the deletion.
    Note: Deletion is only allowed if the code is not associated with any transactions or mappings.