How to create custom codes label

Custom codes are agency-defined labels that can be added to master data records within Accountability.  This allows an authorized user to add a custom field that the agency needs to capture for a client, supplier, or other master data.

Prerequisites:

Your User Access Group needs to have full access to Custom Codes to create custom codes or manage a custom code list. 

Create a Custom Code Label

Steps: 

1. Navigate to SET UP FILES > Custom Codes > Custom Code Labels.
2. You will see a list of master data records with available agency-defined fields.

• • Clients
  • Employees
  • Suppliers
  • General Ledger Accounts
  • Offices
  • Job Types
  • Jobs
  • Purchase Orders
  • Prospects
  • Task Types
  • Credit Card Holders
  • Credit Card Merchants
  • Manage Inventory

  3.    Your database can have up to five (5) custom code labels per master data record.  The number defines the order that these labels appear on the relevant record.  In the example below, the Reporting Client will be the first custom field displayed on the Client record.

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