Codes are used to track construction phases, profit centers, revenue centers and the like in the Tracker billing module or when Tracker data is exported to accounting systems.
Codes are usually recorded as items are assigned. This can be done manually or automatically. Some accounting systems (for example, Timberline) may require additional codes instead or in addition.
You can specify which codes can be used with each job or allow all codes to be used with all jobs.
Codes can be imported.
ADD, EDIT AND DELETE CODES
Codes can have a CODE TYPE, either Cost or Revenue. Since most codes are Cost codes, codes with no type are considered cost codes. Revenue codes, which are used by some accounting systems, must be given Revenue as their CODE TYPE.
If you want to export Tracker data to your accounting system, use your accounting codes in the Tracker.
MANUALLY ENTER OR EDIT CODES WHEN ASSIGNING ITEMS OR IN ITEM HISTORY
The same code can be assigned to every item in an order in the Cart. Codes entered this way over-write any default codes that would have been assigned otherwise.
At least one task must have Code selected as a secondary assignment (click the Utilities icon in the main menu, Preferences then Secondary assignments, noting that only organization managers can do this).
You can record or edit codes in other screens (for example, Orders - assignments and Item history (details)) if you include code fields in one or more views you use in those screens.
AUTOMATICALLY ENTER CODES WHEN ASSIGNING ITEMS
DEFAULT CODEs, which are automatically recorded as items are assigned, can be set up in Jobs or, for Items, in Rate types rate schedules. 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 (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.
If you're using the billing module, you can enter DEFAULT CODEs for items in either the Rate schedules or Rate types screen. If you're not using the billing module, use the Rate types screen.
If you don't have the billing module and want to enter DEFAULT CODEs for items, contact us. We'll neeed to set some preferences for you that you can't access.
SPECIFY THE CODES THAT CAN BE USED WITH A JOB
By default, all codes can be used with all jobs. If you want to specify which cost codes can be used with each job when assigning items ...
SYSTEM VIEWS WITH CODES IN A SUBGRID