Manage Codes

Manage and maintain system codes used across scheduling, payroll, billing, and more from a centralized location.

The Manage Codes feature in Schedule Xpress provides centralized control over all coding parameters, including references, availability types, bill cycles, and more.

Access Manage Codes

To locate this section:

Settings → Organization settings → Manage codes

Codes List

Your codes are listed in the left sidebar. Click any code to select and edit it—the selected code will be highlighted in orange.

Show Codes

To view codes along with their descriptions, click Show codes.

Edit, Add, or Delete Codes

To edit, add, or delete a code, click Edit Settings in the top-right corner.

The following examples use Allowance codes.

Edit a Code

To edit a code, click the code description field and enter your changes.

Note: Code descriptions can be modified after creation, but the code itself cannot be edited.

Add a Code

To add a code, click Add code name type.

Ensure that Show codes is enabled to allow code entry. Once enabled, the code and description fields will appear.

Type your code, description and click Save to complete.

Delete a Code

To delete a code, click the X to the right of the code.