Account Code Formats

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About this page

This page is used to specify the format to which account codes need to comply. The financial system in your institution should be able to supply all the relevant account code formats that need to be recorded in RME.

Menu path: RME > Setup > Account Code Formats (Search) > Account Code Formats

 

Add a new account code format

1.     In the RME menu, select Setup > Account Code Formats.

2.     In the toolbar, click the New button.

3.     Complete the fields, using the table below as a guide. Start with Format Name.

4.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button. When you save the details, the Account Code Format Segments section displays. To add a segment, click Add to the top right of the related item grid.

Account Codes Formats: Fields

Field Label

Description

Account activity segment

Segment number used for an account activity

Account Code Format

Read only

Account code format string representation

Account Code segment

Segment number used for an account

Analysis

Additional information, as determined by your institution

Comments

Additional information about the format

Cost Centre segment

Segment number used for account cost centre

Current?

Yes by default

Indicates if the format is active and in use

If the format is no longer required, slide this to No.

Date Used  From

First date the account code format was used

Date Used To

Last date the account code format was used

Delimiter

Character used to separate segments

Example: hyphen (-)

Format Name *

Mandatory

Name of the format

Project Segment

Segment number used for a project

Status

Status details as required by your institution

 
 

Manage Account Code Format records

You manage core records from the module search page, Results tab. Select records in the grid and select the New, Delete and Export buttons on the toolbar in Account Code Formats search.

 

Related topics

        Account Codes search

        Account Code Format Segments

 

Product Key: Modules - Core

Page ID: ACC001.htm