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    • Jo
      last edited by Jo

      Create a new code

      Sometimes you may need to add another category or extended code.

      Create a new category code:

      0_1469329957379_Screen Shot 2016-07-24 at 3.12.02 PM.png

      1. Highlight the section you want the code to sit under.

      2. Click on the New… Category.

      3. Use abbreviations for the code.

      4. Enter the description of the code (full name).

      5. Select the relevant Summary Group.

      6. Either you or your accountant can enter the Accountant’s Code.

      7. If you have enterprise codes, allocate a code.

      TIP: Cashmanager RURAL allows you to have an unlimited number of codes. However, having too many codes can cause confusion. Try to keep your code list as simple as you can.

      Create a new extended code

      Adding an extended code is similar to adding a category code.

      0_1469330090941_Screen Shot 2016-07-24 at 3.14.35 PM.png

      1. Highlight the category code you want to add an extended code to.

      2. Select the extended code.

      3. Fill in the extended code details.
        Unlike the category code, you can Split the GST between one or more extended codes. This will become a permanent split used every time the extended code is selected.

      4. Here the GST is split between two different category and extended codes as 25% is coded for business use and 75% is coded for personal use (which will not include GST).

      For stock, crop and dairy codes, extra information is required. Have a look at Creating new stock, crop and dairy codes.

      Want to know more?

      Use templates to set up your code list
      Edit, delete or make codes inactive
      Stock, crop and dairy codes
      Enterprise codes

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