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How do I amend a cost code type?

The type allocated to your cost codes will determine which transactions feed into certain lines on the annual return. It is important these are set correctly so that Scribe can provide you with the correct year end figures.

To amend a cost code type:

  1. Navigate to Setup → Cost Codes.

  2. Identify the cost code in the list that needs amending and select the 3 dots/Edit.

  3. Select the Type drop-down and choose the applicable type:
    • Precept - allocate to precept income code (populates Line 2)
    • Staff - allocate to staff cost codes including net salaries, Tax/NI and pension contributions (populates Line 4)
    • Capital Repayment - allocate to loan repayment code (populates Line 5)
    • Default - all other payments (Line 6) and other receipts (Line 3)
  4. Select Save to update.

You can re-run the annual return to see the updated figures.

💡 If you're working in Income & Expenditure, you must first run 'Calculate'.