Add Revenue Code from Master List

Follow the steps below to add a Revenue Code from the master list.

  1. Select Customer Setup > Codes... > Revenue.

  2. Click the Add From Master List button. 

  3. Once the Master Revenue Selection window opens, enter your search criteria.

    1. If you know the code you would like to add, you can enter it in the Enter Code to Search For field.

    2. If you're unsure of the exact code, but you know what's in the description, you can enter a keyword in the Enter Keyword to Search For field

    3. Use the Category drop-down menu to select the category of the code you are looking for.

    4. Use the Order Results By drop-down menu to order your search results by description or code. 

    5. Click Search.

  1. Select the code(s) to add by checking the box on the left of each code, in the Selected column.

  2. Click the Add button.

  3. A pop-up will appear stating "All records inserted." Click OK.