Management codes

If you have management responsibility for one or more charge codes in your organization’s chart of accounts, your administrator may have noted you as the manager of those codes in the system. This will mean you have reporting rights on these particular charge codes via online reports.

To view the charge codes you manage:

1. Click Settings at the top of your screen.
2. Click the Management Codes button on your Personal Settings screen.

   The charge code(s) you are responsible for display.

3. If you want to delegate a charge code to a second person (thereby also giving that person reporting rights to that code):
   1. Click to the right of the code.
   2. Click New Delegate. The Employee Search window appears.
   3. Type all or part of your delegate's name in the fields and click Search. The results of your search are displayed.
   4. Click to the right of the name of the person you want to delegate your charge code to. This person is listed beside the Managers heading on this window.
   5. Close this window. On returning to your Personal Settings screen you will see the name of the person listed in the Delegate column.
   6. To manually remove the delegation, click .