Account Code

Account Code

Full account code defined by the segment values entered

Account Code Category  *

Only displayed and mandatory if the Type option is Finance Category

Financial account category for the account, from a defined list

This can be used to map to natural account codes to integrate with an external finance system when using the Costing and Pricing Tool.

Account Code Format *

Mandatory

Format for the account code, from a defined list of current account formats used by your institution

Account Name  *

Mandatory

Name of the new account code

Analysis

Additional information, as determined by your institution

Award Level  *

Only displayed and mandatory if the Type option is Salary Group

Salary award level based on the selected Salary Award

Comments

Any related comments

Current?

Yes by default

Indicates if the code is active and available for transaction entry

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

Date Used From

First date the account code was used

Date Used To

Last date the account code was used

Description

Detailed description of the account

Employment Type

Only displayed if the Type option is Salary Group and mandatory if Salary Award Group is Internal Salary Codes

Grouping for the salary rates based on the kind of employment, from a defined list

Examples: Casual or Continuing

Source

External Organisation  *

Only displayed and mandatory if the Type option is External Organisation

Lookup for the external organisation for the account

Facility  *

Only displayed and mandatory if the Type option is Facility

Lookup for the facility for the account

Fund Scheme *

Only displayed if the Type option is Revenue

Lookup for the fund scheme for the account

HEW Level

Only displayed if the Type option is Salary Group; mandatory if Salary Award Group is Casual

Level of salary award or similar, if relevant, from a defined list based on the selected Salary Award Group and  Employment Type

Source

Org. Unit *

Only displayed and mandatory if the Type option is Org. Unit

Lookup for the org. unit (or customised global label, such as Department) for the account

Salary Award Group *

Only displayed and mandatory if the Type option is Salary Group

Salary award options, either Internal Salary Codes or a defined external salary package

Depending on the selection, fields for Employment Type, HEW Level and, in some cases, Step display.

Source

Segments (section)

Displays when account code details are completed and saved

Account code segments based on the selected account code format

See: Account Code Segments

Status

Status details as required by your institution

Step

Only displayed if the Type option is Salary Group, and editable depending on the selection in other fields

Salary award level or similar for the selected Employment Type and HEW Level, if relevant

Can be 'Not Specified'

Source

Type  *

Mandatory

Type of code, from a defined list

When adding an account code, select a type in this dropdown. Based on the selected type, different fields display next to this field for completion, outlined in the table below:

Note that this field is not fully supported in the Finance Feeder. While the field is included in the feeder, the value is hard-coded as the default value, Finance Category only, which supports legacy feeder integrations. If you want to use this field to integrate RME with external systems, use an RME API instead.