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Manual Cost Code Entry

Job Status How To

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Written by Theresa Moloney
Updated over a month ago

This task can also be performed with an upload/import file, but for manual cost code entry this tutorial will be used.

  1. Go to Job Status > Jobs. Click on the Job Number hyperlink.

Figure 1: Jobs Screen

  1. Hold the mouse over Cost Code Maintenance and click on Cost Codes

Figure 2: Cost Codes Screen

  1. From the Cost Codes tab, you will see every code that is currently assigned to the job. Here click the Add button to create a new cost code. Alternately there is the option to Delete or Close/Deactivate a code to remove from a job.

Figure 3: Add a Cost Code

  1. Begin by either typing in the code number into the first field OR click the ellipsis (…) to open the Cost Code Lookup window, the select a Cost Code by clicking the pointing icon

Figure 4: Select the Code to Add

  1. Upon entering the Cost Code, additional fields will autofill. If these fields do not fill in, make sure that the code you are using is a valid cost code.

Figure 5: Entry Screen

  1. Check that the appropriate GL Accounts are on the G/L Accounts tab. Click Save.

Figure 6: Check G/L Accounts

  1. Note: After saving the Cost Code Maintenance screen will reset. The previously entered code has been saved. The system assumes the user will add another cost code. Simply click Undo when finished adding codes.

Figure 7: Finished Code

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