Why Can't I Delete my Cost Codes?

Why Can't I Delete my Cost Codes?

You cannot delete Cost Codes or Parent Codes if any of the following conditions are true: 

Cost Codes

• A Receipt, Payment or Transfer transaction(s) has been created using the Cost Code
• Cost Code is used in a Budget and has a non-zero balance against it.
• Cost Code is not editable (if the "Editable?" flag is not checked in Existing Parent/Cost Codes list please contact Clubtreasurer admin via a Message)

Parent Codes

• Child Cost Code(s) exist under Parent (if necessary, you can delete or re-parent Cost Codes to remove them from the Parent)
• Parent Code is used in a Budget and has a non-zero balance against it.
• Parent Code is not editable (if the "Editable?" flag is not checked in Existing Parent/Cost Codes list please contact Clubtreasurer admin via a Message)

Remember that you can rename and/or re-number both Cost Codes and Parent Codes at any time if they are editable.  

👉 The Answer: Use the Cost Code Effective Date Range 

When you can't delete Cost Codes you can effectively hide/archive them using the Cost Code Effective Date Range which allows you to set optional Date From and Date To for each of your Codes. For instance, if you set the Date from for Code "4001 Bar Sales 2025" to 31-DEC-2025 you will not be able to select it when entering/importing a Receipt Transaction dated 01-JAN-2026 or later. (The Cost Code will simply not appear in your list of values).

Please have a look at this help page and scroll down to the Cost Code Effective Date Range section.