Timesheet Settings: Cost Codes

Cost Codes help track job-related costs in your team’s timesheets. You can create and manage these codes in the Timesheet Settings section.

📍 Where to Find It

Go to Settings > Timesheet > Cost Codes.

🗂 Cost Codes Page Overview

When you open the page, you’ll see a table of all the cost codes you’ve already created. From here, you can:

• Add new cost codes
• Edit existing ones
• Delete codes you no longer need

📋 Understanding the Cost Code Table

The table has two columns:

• Cost Code – A short code or number linked to a job cost
• Description – A quick note about what the code is for

🔀 Sort the List

Click on the column headers (Cost Code or Description) to sort the list alphabetically or numerically.

📄 Show More or Fewer Codes

Choose how many cost codes to view per page: 15, 25, or 50.
Use the Previous and Next buttons to move between pages.

➕➖ Actions Button

Click the Actions button to:

• Add a new cost code
• Delete selected cost codes

✅ How to Add a Cost Code

1. Click the Actions button
2. Select Add New Cost Code
3. Fill in the form:
   • Cost Code: Type the code (e.g. 001, PAINT01)
   • Description: Add a short explanation
4. Click Save – the new code will be added to the list

✏️ How to Edit a Cost Code

1. Click on the cost code you want to update
2. Edit the code or description
3. Click Save to apply changes

🗑️ How to Delete a Cost Code

⚠️ Deleting a cost code cannot be undone and may affect other parts of the system.

1. Find the code you want to delete
2. Tick the checkbox next to it
   • To delete multiple, tick several boxes
   • To select all, tick the top checkbox
3. Click the Actions button
4. Select Delete
5. Confirm the deletion when prompted