Codes
Fineract lookup codes and dropdown values.
Open System → Codes (or Ctrl+K and type "codes"). You need READ_CODE to view the catalog and CREATE_CODE, UPDATE_CODE, or DELETE_CODE to manage user-defined codes. Code values need READ_CODEVALUE and the matching write permissions.
What you can do
- Browse all Fineract codes (system and user-defined).
- Preview values from the list without leaving the page — click the value count badge.
- Open a code to manage its values on a dedicated screen (
/system/codes/{id}). - Create user-defined codes from the list; after save you land on the new code’s values tab.
- Manage values with name, description, position, and active flag.
- Export the catalog or a code’s values as CSV or Excel.
Detail screen
The detail page opens on the Code values tab. Use General to rename a user-defined code. System codes show a read-only name with a hint that values can still be edited.
System vs user-defined
System codes ship with Fineract. You cannot rename or delete the code itself, but you can still add or edit its values. User-defined codes created through the API can be fully managed until Fineract reports they are in use.
Maker-checker
When maker-checker is enabled on the tenant, code changes may queue for approval in the Checker Inbox instead of applying immediately.
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