How to create a custom code list

Step by Step Guide:

1. Navigate to SET UP FILES > Custom Codes > Custom Code Lists.

2. There are two (2) ways to create a custom code label list.

a. Import Method

• Click Excel on the upper right corner
• Click Import.
• Download the template.

3. The excel file includes the following fields.

• Transaction Type - Enter one of the following:
  • Clients
  • Employees
  • Suppliers
  • General Ledgers Accounts
  • Offices
  • Job Types
  • Jobs
  • Purchase Orders
  • Prospects
  • Task Types
  • Credit Card Holders
  • Credit Card Merchants
  • Manage Inventory
• Custom Code Label - Enter a valid Custom Code Label
• Code - Enter a code or a short name for the custom code label value.
• Name - Enter a descriptive value if using a code in the previous field. (Optional)
• Default - Set this to Yes for a code that you would like to set as the Default. Otherwise, set the line to No.
• Active - All new values will be set to Yes by default, Set this to No if you want to import a value, but do not want it available for selection at this time.

4. To import a completed file, click Import and click on Select File.

5. The new custom code label values will be listed on the screen if the import is successful. Otherwise, the system will generate an on-screen error report that can be imported into Excel.

6. b. One-at-a-time

• Click CREATE A NEW CUSTOM CODE LIST ENTRY.
• Select a TRANSACTION TYPE.
• Select a CUSTOM CODE LABEL.
• Enter a CODE or a short name for the custom code label value.
• Enter a NAME (optional).
• Check the DEFAULT? box if you want all records to default to this code.
• Click SAVE or SAVE & CLOSE.

7. A unique Accountability database ID is assigned to every custom code list value. As an authorized agency Administrator, you can update the Code or Name at any time.