Add cost codes and types 

Learn how to create and customize cost codes to fit your business needs.

Cost codes help you organize and track project expenses by specific categories, such as labor, materials, or equipment. They allow you to manage budgets more effectively, ensuring that each part of your project stays on track financially. 

Instructions

To set up any cost code:

1. Navigate to Settings > Other > Cost codes and name.

2. Select New Parent. 

3. For more detailed budget tracking, you can create parent cost codes and subcategories up to three layers deep.  

4. Also, if you need to edit any information, select the fields and rewrite them as needed.

5. Select Save to complete the process. Then, return to the Products section and verify the cost code information.

Creating cost codes in Accounts Receivable

1. Alternatively, you can navigate to the Accounts Receivable section from the left-hand menu. 
2. Select Products.
3. In the Cost Codes chart, choose your preferred code.
4. Hover over the info icon next to Cost Code. A message saying Manage your cost codes and names here will appear.
   
   

5. Click on the here link in the message. You will be redirected to the Settings page.

What's next?

Keep exploring our platform by taking the next step: Manage accounts payable page.