Codes are used primarily in the Tracker billing module to track construction phases, profit centers, revenue centers and the like.
In the Tracker, codes can be entered manually or automatically as items are assigned. Automatically-assigned codes are pre-sets (explained in rates) that are set up in Rate schedules rate types or Jobs as DEFAULT CODEs.
To see codes, you must first select Code as a secondary assignment in Preferences.
If you want to import Tracker billing data into your accounting system, the codes used in the Tracker should match those in your accounting system. Accounting systems use codes for different purposes and give them different names, but most call them transaction codes or cost codes and record them when items are assigned to jobs.
If you want to use codes with jobs, you must specify which codes can be used with each job. Instructions are in the How to ... section of this help page.
Codes can be imported.
ADD, EDIT AND DELETE CODES
MANUALLY ASSIGN CODES WHILE ASSIGNING ITEMS
SET UP DEFAULT CODES
DEFAULT CODEs, which are automatically recorded as items are assigned, can be set up in the Jobs or Rate schedules rate types grid. If the 2 conflict, the Job default code takes precedence over rate type code preference determines which is used (click the Utilities icon in the main menu, Preferences then Billing preferences, noting that only organization managers can do this). If there's a conflict and this option is checked, the job code is used. If not checked, the rate type code is used.
SPECIFY THE CODES THAT CAN BE USED WITH A JOB
If you want to use codes with jobs, you must specify which codes can be used with each job.
SYSTEM VIEWS WITH CODES IN A SUBGRID