All Categories ​>​ ​Settings ​ > ​ ​Settings Cost Codes

Settings Cost Codes

Settings - Cost Codes (and Cost Types)

The Settings for Cost Codes have two different sections: Cost Codes - Codes to enable tracking, organizing and categorizing of costs and/or payments received. Cost Types - Types are a secondary metho…

Updated by Customer Service

Settings - Cost Types

Suggested Prior Reading. Settings - Cost Codes (and Cost Types) Cost Types. This section is used to setup and maintain Cost Types for Job Costing. Note* If Cost Types are going to be associated with…

Updated by Customer Service

Settings - Cost Codes - View/Edit

Suggested Prior Reading. Settings - Cost Codes Overview. If JobPlanner is not integrated to an ERP system, the Company Cost Codes can have all their information changed except for the Code, which can…

Updated by Customer Service

Settings - Cost Codes

Suggested Prior Reading. Settings - Cost Codes (and Cost Types) Cost Codes. This section is used to setup and maintain a generic list of Company Cost Codes for Job Costing, if JobPlanner is not integ…

Updated by Customer Service

Settings - Cost Types - Delete

Suggested Prior Reading. Settings - Cost Types To Delete a Cost Type. Cost Types can be deleted. If they are deleted, Cost Types assigned to any previously entered items on all projects, is blanked o…

Updated by Customer Service

Settings - Cost Codes - Delete

Suggested Prior Reading. Settings - Cost Codes Deleting a Company Cost Code. If JobPlanner is not integrated to an ERP system, Company Cost Codes can be deleted. However, this does not have any impac…

Updated by Customer Service

Settings - Cost Codes - Delete All

Suggested Prior Reading. Settings - Cost Codes Delete All Company Cost Codes. If JobPlanner is not integrated to an ERP system, there is an option to delete all the Cost Codes from the Company Cost C…

Updated by Customer Service

Settings - Cost Codes - Import

Suggested Prior Reading. Settings - Cost Codes To Import a List of Cost Codes. If JobPlanner is not integrated to an ERP system, importing Cost Codes is an easy way to populate the Company Cost Code…

Updated by Customer Service

Settings - Cost Codes - Add

Suggested Prior Reading. Settings - Cost Codes Add Company Cost Code. If JobPlanner is not integrated to an ERP system, this adds Cost Codes to the Company set of Cost Codes i.e. the global predefine…

Updated by Customer Service

Settings - Cost Codes - Create the File to Import

Suggested Prior Reading. Settings - Cost Codes - Import Create the File to Import. Importing Cost Codes is an easy way to populate the Company Cost Code list with all the Cost Codes that are applicab…

Updated by Customer Service

Settings - Cost Types - Edit

Suggested Prior Reading. Settings - Cost Types To Edit a Cost Type. Cost Types can have the Name changed but the Code can not be changed. If the name is changed, any items with that Code will automat…

Updated by Customer Service

Settings - Cost Codes - Search, Expand/Collapse, Sort Divisions

Suggested Prior Reading. Settings - Cost Codes Search, Expand/Collapse, Sort Divisions. To manage and view the Company Cost Codes (the list of global predefined Cost Codes), Divisions can be: Searche…

Updated by Customer Service

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)