How do I delete a Cost Code I no longer use?
It is not possible to delete a Cost Code. However, archiving the Cost Code that is not in use is possible. To archive a Cost Code, go to Settings and choose Cost Codes. Here go to the Cost Code you wish to archive and click on the archive sign next to the green pencil icon and then confirm to archive it.
Related Articles
Import Cost Codes
Contractor Foreman comes with a basic list of cost codes to get you up and going but if you want to use your own, we make the process simple. Before importing a list of codes, consider these points. Do you want to keep the existing cost codes that ...
Using Cost Codes
Using Cost Codes Cost codes are derived from the standard CSI codes (Construction standards Institute.) Due to the popularity of QuickBooks many people use the term Item Codes from QB. Basically, they are the same as CSI Codes but the numbering ...
How to use the feature Access/Gate Code?
Access/ Gate Code is a feature that helps you save any access codes or gate codes that are required to enter the property so when the Foreman goes in, he can use this information to enter the property without any issues.
How do I avoid duplicate Cost Codes when I import a new CSV file?
To avoid Duplicates it is always best to Export your Cost Codes first > Settings > Cost Codes Section, Click the "action" button in upper left of screen. Then select Export Cost Codes. Then adjust and Import your new List. NOTE: The Cost Codes that ...
How do I add a Child Code?
To Add a Child Code or Major Code, you must first have a Parent or Division Code in the Cost Codes. Then to "action" box in Upper left of Screen and select "Add Child Code" if you need to add a Parent or Division select "Add Parent Code" from Same ...