---
title: "Adding account codes"
slug: "adding-account-codes"
updated: 2025-02-18T01:42:52Z
published: 2025-02-18T01:42:52Z
canonical: "help.infoodle.com/adding-account-codes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding account codes

Account codes re used to collate transactions together and can be for any purpose e.g. an appeal or a project you're raising funds for. Basically you can tag a transaction to an account code (in addition to tagging it to a campaign etc.) so that you can run a report to see how much money was received against a particular account code. You can also generate receipts for people who have given to a particular campaign by [filtering](https://help.infoodle.com/help/finance/receipts/what-needs-receipting) the receipt screen.

Setting up account codes is simple, here's how:

1. Click **Finance** on the Navigation menu. (You will need permission in your role to access this).
2. Click **Account Codes**.
3. Click **Add code** or **Import from Xero**.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28290%29.png)

1. Enter an **Account Code**.

          
          

Sites which don't have infoodle Finance will only have the option of selecting the inbuilt **General** account code.

If infoodle Finance is added to your site after your form has been created and General was selected, you will need to either: manually create an **Account Code** or use, if available, an account code brought in from **Xero**.

Once your site has an account code use this in place of **General**.

1. Choose the group to **Limit access** if you want to limit this account code to a specific group. This is optional and is not required.
2. Enter a **Description** if necessary.
3. Select whether to **Use description for duplicates** or not. When you use duplicate account codes, you can select some reports to combine the codes. Setting this to yes tells infoodle to use this description when summarising.
4. Select the **Type** of account code as it applies to the organisation.
5. Select whether it is **Tax rebatable** and **GST Applicable** or not.
6. Set the **Default Receipt Template**. (Optional).
7. Click **ADD**.

          
          

For infoodle sites using **Xero** - if you wish to select Account codes that infoodle should import transactions from, see **[Adding Xero account codes to the Xero schedule](/v1/docs/adding-xero-account-codes-to-the-xero-schedule)**

## Related

- [Finance](/finance.md)
- [Account Codes](/account-codes.md)
- [Editing account codes](/editing-account-codes.md)
- [Deleting account codes](/deleting-account-codes.md)