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Hi
Having been Treasurer for a club for nearly 12 months, I want to change the accounting structure to a more suitable format. This would mean, at the year end, deleting most codes, and adding new ones in as becomes appropriate as time goes by. I cannot however see that this is possible?
Posted : 02/06/2026 12:28 pm
Hi,
It is not possible to delete a Cost Code if it has been used to record a Receipt/Payment transaction. This is to preserve the accounting integrity in your book of record and to ensure that prior-period/historic accounts remain accurate.
Instead, you should use the Cost Code Effective Date Range which allows you to set optional start-dates and end-dates for each of your Codes. For instance, if you set the End-Date 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.
Posted : 02/06/2026 2:04 pm