FAQ
ProBooks

How to Add and Configure Accounting codes

Last updated on
November 18, 2025

1) In the navigation bar on the left, click on Setup > Codes > and choose the appropriate category.

You can configure the codes for the following categories: Series, Locations, Sets, Free fields, Tax codes and Insurance codes.

The process of adding a new code is the same for each category. This article will use Series as its example.

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2) Add a new code by clicking the blue plus icon

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3) Edit existing codes by clicking on the code number or name

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4) Delete existing codes by clicking the boxes next to the code numbers, clicking “with selected”, then clicking “Delete Selected”

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Questions? Need more help?

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