Costing Code Setup

Use Costing Code Setup in the Costing Codes submodule in the Settings module to create and manage costing codes, specify their access, and validate their use.

To use Costing Codes, you must have access to Settings as defined in User Access Rights under Settings. You must also have access to the Costing Code page itself, as defined under Costing Codes Main (Costing Code Setup).

Tabs

Costing Code Setup is designed to facilitate costing code setup and management. Costing Codes Setup provides the following tabs:

• Manage Codes: Enables you to create, delete, or edit level 1 and level 2 codes that can be used on jobs or jobs and tasks. You can also reactivate and deactivate codes on this tab.
• Company Access: Enables you to enable or disable codes for specific Companies.
• Client Access: Enables you to enable or disable codes for specific clients.
• Expense Types: Enables you to enable or disable codes for specific expense types.
• Validation: Enables you to see an overview of invalid codes and resolve code validation issues, as well as jobs and tasks that are missing codes, if required.
• Log: Enables you to view records of any activity within the Costing Codes submodule.