Create a new code

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

Create a new category code:

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.

Create a new extended code

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

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