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.
Only Company Admins and account Billing Contacts can edit the Cost Codes listed on an account. If you have these account privileges and want to input or update Cost Codes 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 on the left hand side of the project page.
To add your cost code, just click Edit, input your cost code, and hit Update Cost Codes.
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 Payment Confirmation 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.
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.