Add financial code to reporting node

To add a financial code to a reporting node:

1. From the main menu, select Administration > Instance Management > Financial Reporting.

   The Financial Reporting screen appears.

2. Click the node you want to add a code to.

   The reporting node's property window appears.

3. Click the Add financial code link on the top right of the window.

   The Financial Code Search window appears.

4. Use the following field descriptions to define your financial code search criteria:

   Field	Description
   Code Type	This is a drop-down list unique to your organization. Select the type of code you want to add to this reporting node.
   Code Value	If you know part of the code number you are searching for, this is where you would enter it. For example, if you knew the GL code started with GL, you would enter the characters or digits you knew, i.e. GL.
   Code Description	This is a free-text field where you can enter key words of the code you are searching for. For example, the word “travel” if you were looking for the GL Travel codes.
   Reporting Node	This is a drop-down list unique to your organization. Select the reporting node you want to restrict your search to.

5. Click Search.
6. Click to the right of the code(s) you want to add. The icon(s) will display a red check .
7. Once you have selected all the codes you want to add, click at the base of the list.

   The financial code(s) will now appear on the reporting node's property window marked with the icon. These newly added codes will now be viewable by all employees granted rights to view this reporting node.

8. To remove code(s) from the reporting node, click .