How to: Use Manage Codes

Follow the steps below to enable/disable codes for your payroll and accounting transactions.

Step 1: Under the Project section on the left navigation, click MANAGE CODES.

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Step 2: Click on the All tab and click ENABLE from the Actions drop down menu next to a code you would like to enable on your project.

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Step 3: Click VIEW from the Actions drop down menu next to the code on the All or Enabled tab.

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Step 4: Click ADD ITEM to add a new code.

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Step 5: A new line will appear on the grid. Fill out the Code, Description, and Currency.

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Step 6: Once you've added all the needed codes, click SAVE.

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The code will be activated by default. If you need to deactivate a specific code, click VIEW from the Actions drop down on the All or Enable tab then click DEACTIVATE from the Actions drop down menu next to the code.

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If you need to disable a code type entirely and no longer utilize it on transactions, click DISABLE from the Actions drop down menu next to the code on the All or Enabled tab.

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