Manage sort codes

A sort code is a group in the chart of accounts. It controls how cards are grouped and where new keys in that group start.

Open the list

1. In the client file choose Bookkeeping → Sort codes.
2. The table lists every group: code, name, details, first key, and next key.
3. Search by code or name. Opening a row shows the detail page.

Edit a group

On the detail page you can change the name, details, first key, next key, and padding. The code itself stays after creation. The first key is a hint for new cards, not a limit: any free key up to 15 characters is accepted. A sort code imported from a file without a first key numbers a new card right after the highest numeric key in the group; you can set a first key at any time.

Add a sort code

Choose New sort code, enter a code, name, and first key, then save. After saving, the new group’s detail page opens.

You can also create a sort code from New ledger account in the chart of accounts when you need a new group while creating a card. Read the chart of accounts guide.