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

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


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


  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 


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How to change an account description, shortcut, entity, or any other segment




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