How do I organize my cost codes using levels?

Overview & Explanation

If you have a large list of cost codes and want an easier way to find the right one, using Levels is the perfect solution. By organizing your cost codes into main categories and subcategories, you create a clear structure that makes selecting the correct code quick and simple for your team, whether they are in the office or out in the field.

How It Works

To set up a structured list of cost codes, follow these steps:

1. Create the Main Category: Start by creating your primary cost code. In the Level dropdown menu, select 1 to make this your main category.
   • You can easily select the level while filling out the basic details for the code, such as the Code, Description, and Type.
2. Create a Subcategory: Next, create a secondary cost code to act as a subcategory. Assign this one as Level 2.
3. Link to the Main Category: While still setting up your Level 2 code, you will be prompted to choose a main category. Select the Level 1 cost code you created in the first step.
4. Add More Detail (Optional): If you require an even more specific subcategory, create another cost code and set it to Level 3. Link this new code to the Level 2 cost code you just made.
5. Save Your Work: Always click the Save button to finalize your new cost codes.

Use Cases and Benefits

• Faster Selection for Field Workers: Your team on the job site can quickly tap through broad categories to find the specific cost code they need, rather than scrolling through one massive list.
• Organized Admin View: Administrators benefit from a cleaner, grouped view of expenses, making it easier to manage overall company operations.
• Improved Accuracy: By guiding users through a logical, step-by-step menu, there is a lower chance of selecting the wrong cost code by mistake.