PSA L&P - Accounts: How to add a new description/code for an account code level

How to add a new description for an account code level

L_P_Setup.png

  1. Go into  Setup
  2. Choose the link Define Account Code Levels
    Create_Account_Code_Levels.png

 

  1. Click Define Levels for the level you want to add a definition.
    Define_Levels_button.png

 

  1. Click New Record
  2. Add the Description and Code
  3. Submit
  4. Note: Previously entered codes can be found in Quick Find using the drop-down menu 
    code_level_descriptions_and_quick_find.png

 


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