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Job Cost Codes

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Separate Cost Codes for payables and receivables

Only make cost codes for Payables and Receivables available to each of those catagories. For instance: Cant use the overhead cost code on an SCO but you can on a change order to a client. Make it so it cant even be an option on an SCO
Sue Kelly 4 months ago in Job Cost Codes 0 Future consideration

Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...
Sue Parker 5 months ago in Job Cost Codes / User Security Roles 1 Future consideration

Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters 3 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

Auto Tagging Parent Cost Code when Child Cost Code is checked

Clients are requesting that when adding in Cost Codes in the system that when a user clicks on the child parent it auto selects the parent, rather than having to tag both. Should be a one to one relationship rather than the system allowing a child...
Guest 3 months ago in Estimate Cost Codes (WBS) / Job Cost Codes 1 Already exists

Employee - Set default works comp code

Set a default workers comp code for the employee, when this employee is referenced on a labor timecard it should default to this code
Jack Speshock 6 months ago in Employees (Active or Inactive) / Job Cost Codes / Labor Timecards 1 Future consideration

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest over 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

Have a global setting for setting cost codes as either numeric or alpha numeric

In the process of connecting accounting platforms to SCM clients are having to make decisions about their cost codes based on SCM cost codes being alpha numeric. This leads to rehauling cost codes or having them show up in a "weird" order in SCM. ...
Sean Coffman 3 months ago in Job Cost Codes 0 Future consideration

Unable to Delete Cost Code when Employee Clocked in using that cost code

When helping customers clean up their cost codes lists after implementation, we ran into an issue trying to delete a cost code from the project. If an employee has clocked in using that cost code, we have no way to delete the cost code until the e...
Guest 4 months ago in Clock-In / Clock-Out / Job Cost Codes 0 Future consideration

Cost code filter

inquiring about a filtered cost code search for codes that have been specifically tagged to PO's, SCO, etc.. similarly to the way we can filter within a PO's to narrow a search from within that window.
Guest 10 months ago in Job Cost Codes 1 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest about 1 year ago in Companies / Job Cost Codes / Tax 0 Future consideration