# Account Codes Setup
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.
## Access and Navigation
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.
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Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
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## 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.
## Import Account Codes via CSV file
* Click the **upload button** in the **upper-right corner**, next to the search bar
* Download the **template file** to ensure correct formatting
* Click **Choose a File or Drag it Here** to select the CSV file
* Click **Import File** to upload. The uploaded account codes will now be listed
## Frequently Asked Questions (FAQs)
**Question:** Our account code format consists of only 6 digits. How can we set it up if the system requires 9 digits?
**Answer:** You can add **000** at the beginning or end of the code. For example:
* **123-456** can be entered as **000-123-456** or **123-456-000**
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**Question:** We do not use account codes. Is it necessary to set them up?
**Answer:** No, account codes are optional.
