Distribution Codes
Distribution Codes allow you to specify, in advance, how transaction amounts are allocated across account segments. They help reduce entry time and improve accuracy for common transactions that are regularly distributed to the same accounts, such as utilities or rent. These codes are most useful when the allocation is consistent but the amount may vary. They ensure efficient and accurate distribution of transactions.
From this page, you can:
Distribution Codes Grid
The Distribution Codes grid includes the following columns:
Code: The unique ID for the distribution code. Select a code to edit the distribution code.
Description: The full description of the distribution code
Status: The current status of the distribution code (Active, Inactive, or Discontinued)
Copy Distribution Codes
You can create an exact duplicate of an existing distribution code. Simply select the distribution code to copy from and enter a new name to copy to. Once you select Copy, you'll be directed to the distribution code record where you can make any necessary changes.
Delete Distribution Codes
Before deleting a record, ensure you’ve selected the correct record you want to remove from the system. Deletion is permanent and cannot be undone.
