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Preventing old task codes displaying in timesheets

In MYOB Practice Manager, you may have old task codes that are no longer applicable to your current timesheets.

To disable these codes so they are no longer visible in timesheet data entry you need to remove Timesheets selection from the CRM Type/Availability column.

Task codes that have been used for data entry can not be deleted.
To stop old task codes displaying in timesheets
  1. In AE/AO, from the menu, go to Maintenance > Maintenance Map > Miscellaneous > Code Types. The Code Types tab appears.
  2. Click [+] for the relevant group. For example, select Time for Timesheet. The list of codes for the group appears.
  3. Locate the code type you do not want to appear in your timesheet window. The Code Type is located.
  4. Under the CRM Type/Availability column, click into the field displaying Timesheets and press the Delete key on your keyboard. The Timesheets selection is removed.
  5. Click OK to save the changes.
AE only - Don't remove the nominal code from the Task Code in Maintenance > Ledger Maintenance > Nominal Codes > Data Entry Codes Available for Company.  If this code is removed, you will experience errors when posting any bills that includes time against that task code.
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