If you're unable to delete a cost code in due to a "dependencies" warning, it's likely because the code is still linked to one or more records in your system. This article walks you through how to identify and remove those dependencies step-by-step.

1. Check Regular Payments and Regular Receipts

Start by checking whether the cost code is used in any regular transactions:

• Navigate to Transactions → Regular Payments/Regular Receipts
• Use the Filter option at the top of the list to search for the specific cost code.
• If found, edit the record to reallocate it to a different cost code or delete the record if it is no longer required.

2. Check Purchase Orders and Sales Invoices

If no dependencies were found in regular transactions, check for outstanding invoices or orders. If the record is outstanding from a prior financial year, it will block deletion of the cost code in the current year.

• Navigate to Transactions → Purchase Orders/Sales Invoices
• Use the Filter option at the top of the list to search for the specific cost code.
• Do not delete the record — instead edit the record to use a different cost code or link it to a corresponding payment or receipt if this step was missed.

3. Check Payments, Receipts, and Code Transfers

If transactions have already been added to the financial year, the cost code might be in use in these areas:

• Navigate to Transactions → Payments/Receipts/Code Transfers
• Use the Filter option at the top of the list to search for the specific cost code.
• Edit the record and re-allocate as required.

Deleting the Cost Code

Once all dependencies have resolved navigate to Setup → Cost Codes. Locate the cost code in the list and select the 3 dots/Delete. The cost code should now be removed without issue.