Implementing Cost Codes
You can apply cost codes and story codes to any projects for use by your finance department. If you don't already have use of Cost Codes on your account and wish to enable them, please get in touch with your account manager.
To edit the Cost Codes listed on your account just go to Company Profile.
In the Company Profile page hit Edit.
Within the Edit page select Cost & Story Codes from the options on the left of the page. In that view you can easily insert and update any cost and story codes you use.
To add codes, just type in the Code and hit ENTER.
To delete codes, click the X next to the existing Code.
Adding Cost Code within Project View
Cost and story codes can be applied to any projects within the project page, whether they are pending, active, declined, cancelled, or completed projects.
You will find the Cost Codes tab within the Details section of the project page. Hit the 3-dot button to edit the codes.
Choose your cost code and story codes, and hit Update.
Adding Cost Codes Upon Project Completion
You also have the choice to adjust or edit cost codes when you are marking a project as complete. A Cost Codes section will appear within the Project Information page that opens after hitting the Mark As Complete button.
Just hit Edit, input your values, and hit Update Cost Codes. Hit Continue to proceed with the project completion.
Adding a New Story Code from Project Page
It is also possible to add a new Story Code from the project page. Just click Edit under the Cost Code section of the project page. Click the Story Code field, scroll down and choose Edit available story codes...
In the next view you will have to the option to remove, update, and add Story Codes. Input the new code and then add it to the project as per usual.
Cost Codes & Invoices
Cost codes and story codes will be suitably listed within invoices.
Projects will be automatically grouped by cost codes, while the projects' story codes will appear within the Story Code column.
At this point, cost codes are still editable so, if there is an error, you can just navigate to the Projects page, find the relevant project you need, and edit the cost codes as required.
You can then re-download the edited invoice from the Invoices tab in the Reports page by clicking the download symbol to the right of the relevant invoice and project listing.