Code lists

Code lists are lists of values offered in forms - for example cash desks, currencies or VAT rates. You set up most of them when you start using ReFIS and then change them only occasionally.

You find code lists in the menu Other → Code lists. You see only those you have the right to.

• Labels - the division of activities, projects and payment reasons for which you track money
• Employees - ReFIS users
• Job positions - access rights
• Types of persons and Types of relationships - structuring of the address book

• The company's Cash desks, Bank accounts and Payment cards
• Banks
• Payment methods and Payment terms

• Document types and Extended document types
• VAT rates
• Currencies

• Project categories and Project roles
• Products and Product categories

• Time entry types
• Types of working time
• Non-working days

• Locations
• Countries and Ethnicities
• Message templates
• Custom code lists - lists set up according to the company's needs