Changing or Deleting Codes
Once you create a code in Bank Reconciliation, you can change its description and some of the other information at any time. However, once a code is in use, it is important to know how a change will affect the rest of the software. Changes you make to codes will not affect previously posted transactions. If you delete a code, please be aware that you might need to add a new code to any transactions or records it was attached to before you can successfully post.
To change or delete a code:
1 Select Options > <Code you want to modify> from the left navigation pane.
2 Use the Lookup to select the Code or type in the code you wish to change or delete.
3 Click the Edit button. This button then changes to read Del.
4 If you are editing the code, make your changes and select Save.
If you try to delete a code that’s attached to records or transactions, you will receive an error message. You can then print out a report that indicates what the code is attached to.
This table displays information about deleting codes in Bank Reconciliation.
Code type | To delete it |
|---|
Category | You must unattach Category Codes from all unposted records before you can delete the Codes. |
Frequency | You must unattach Frequency Codes from all unposted records before you can delete the Codes. |
Published date: 05/21/2021