Accounts Receivable
Bill / Charge Codes Setup
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Copy / Delete Bill Codes From Department

Use this utility to copy all Bill/Charge Codes from one Department to another, or to mass-delete all Bill Codes from a Department. This is helpful when standing up a new department, standardizing chart-of-accounts mappings, or cleaning up legacy test departments.

Delete does not delete the bill code but removes the Department from the bill code.

Field Reference

(C)opy or (D)elete
Choose the operation: C = copy codes between departments, D = delete all codes in the specified department.
Department to delete
Required only when option is D. Deletes all Bill Codes that reside in this department.
Department to Copy From
Source department whose Bill Codes will be copied.
Department to Copy To
Target department that will receive a full copy of the source department’s Bill Codes.

Note: When copying, existing codes in the target are typically overwritten/updated if the same Bill Code exists and inserted when not present. Confirm behavior in your environment if you have customizations.

How to Copy Bill Codes to a Departement.

  1. Enter C at (C)opy or (D)elete.
  2. Leave Department to delete blank.
  3. Enter the Department to Copy From (source).
  4. Enter the Department to Copy To (target).
  5. Confirm the summary prompt and proceed.

After completion, run the Bill Codes Report for the target department to verify counts, account mappings (Revenue/Payout), and activation flags.

How to Delete Bill Codes from a Department.

  1. Enter D at (C)opy or (D)elete.
  2. Specify the Department to delete.
  3. Leave the copy fields blank.
  4. Review the confirmation carefully and proceed to remove all Bill Codes from that department.

This action is destructive. Ensure the department is not in active use and that you have a recent backup or an export (e.g., Spreadsheet output from Bill Codes Report).

Best Practices & Safeguards

  • Clone then tweak: Copy from a “golden” department whose mappings and tax flags have been vetted.
  • Avoid surprises: Before copying, run Listings (source & target) with Detail to compare mappings.
  • Safe deletes: Export a Spreadsheet listing of the department before deletion for audit/rollback reference.
  • Permissions: Limit this utility to admin or AR super-users.
  • Post-checks: After copying, spot-check a few high-volume codes (freight, brokerage, storage) on a test invoice.