Edit Custom Code Types

Use Custom Code Types in the Custom Codes submodule in the Settings module to edit custom code types.

To use Custom Code Types in the Custom Codes submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit a custom code type:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the custom code type that you want to edit.
  3. In the left pane of the Settings page, click Custom Codes > Custom Code Types.
  4. Highlight the custom code type that you want to edit, and on the grid toolbar, click .
  5. In the right pane, click the Settings tab and make the necessary changes.
    Note: WorkBook automatically saves the changes.