Add Additional Accounting Codes

Accounting Codes are the codes that will be sent to the Cost Accounting system. Accounting Codes can be added by using the Accounting Code Import or by Manually adding the Accounting Codes.

Manually Add an Accounting Code:

1. From ‘Administration’ select the ‘Accounting Codes’ tab.

2. Click the ‘Add Accounting Code’ button.

3. Fill in the ‘Description’ field.

4. Add the ‘Code’.

   1. This is the code that will be sent to the Cost Accounting application.

5. If applicable: Set the ‘Time Off Type’.

6. Select if ‘Inventory’ is required for this code.

7. Select if ‘Equipment’ is required for this code.

8. Verify that ‘Valid’ is set to ‘Yes’.

   1. If this is set to no the code will not display for selection.

9. Select if this code is only available for certain Groups/Teams.

10. Click ‘Add this Accounting Code’.

Import Accounting Codes:

1. While in ‘Administration’ select the ‘Import’ tab.

2. Select the ‘Accounting Codes’ hyperlink.

3. Create an Accounting Code import file based on the criteria listed on the Import Accounting Codes page.

4. Select the file and click ‘Import Accounting Codes’.

5. After the codes are imported, the Accounting Codes can be found in the ‘Accounting Codes’ tab.