Account Codes Setup

Last updated: March 2025

The Account Codes Setup feature assigns debit or credit codes to facilitate accounting processes. By using unique numeric codes for different types of payables or receivables, this feature helps organize financial data efficiently and generates accurate reports.

The Account Codes Setup can be accessed under Finance > Finance Setup.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Create a New Account Code

Click the + New Account Code button in the upper right corner

Fill out the required details:
- Code – Must follow the format 000-000-000
- Name – A descriptive name for the account code
- Description – Additional details about the code

Click Add Account Code to save

Edit an Account Code

Select the account code you want to edit and click the Pencil icon

Modify the necessary fields in the “Update Account Code” form
Click Save Changes. The updated details will now be reflected on the Account Codes Setup page

Delete an Account Code

Select the account code you want to delete and click the Trash Bin icon

A confirmation message will appear. Click Delete to proceed. The account code will be removed from the list

Search an Account Code

Use the search bar in the upper-right corner. Enter a keyword or the full account code, then press Enter. The system will display matching results.