{"id":5710,"date":"2021-07-14T12:27:55","date_gmt":"2021-07-14T12:27:55","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/loans\/reports\/"},"modified":"2022-09-22T09:42:21","modified_gmt":"2022-09-22T09:42:21","slug":"reports","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/loans\/reports\/","title":{"rendered":"Manage Codes"},"content":{"rendered":"\t\t
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In Manage Codes you can add the drop-downs and also be able to edit their values.<\/span><\/p>

Go to <\/span>Admin <\/span><\/b>-> <\/strong><\/span>System <\/span><\/b>-><\/strong> <\/span>Manage Codes. <\/span><\/b>It will show a list of all standard system codes. You can search the required field in the<\/span> Filter By Name<\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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  • It can be customized to the terms used by your organization<\/span><\/li>\n \t
  • Choose the Code Name to which you’d like to add the additional values. Else Search the Code Name in the <\/span>Filter By Name <\/b>tab<\/span><\/li>\n \t
  • For eg, Select <\/span>WriteOffReason\u00a0<\/b><\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    It shows the drop-down values already present in the<\/span> Write Off Reason<\/b><\/p>

    Click on the <\/span>Add Code Values\u00a0<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    Once updated the reason click on<\/span> Add.<\/span><\/b><\/p>

    Added Value will be displayed in the List.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    You have an option to <\/span>Edit\/Delete <\/b>the <\/span>WriteOffReasons.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    Added value will be displayed in the WriteOffReason value<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Manage\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5681,"menu_order":5,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-5710","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nReports - Loan | Wiki | Habile Technologies<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/loans\/reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reports - Loan | Wiki | Habile Technologies\" \/>\n<meta property=\"og:description\" content=\"In Manage Codes you can add the drop-downs and also be able to edit their values. 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