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How can I import cost codes I have in Excel?

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The system already comes with a set of Cost/Work Codes which can be used. But if you would prefer to just remove them all & upload your own Cost/Work Codes, that can be done as well. You can upload Cost/Work Codes by going to:

  • Menu > Company Settings > Cost/Work Codes Tab > Action Button > View Import Template > Save the Template to your PC > Copy all the Cost/Work Codes into the Template > Action button > Import Cost Codes > Select the File & click Open.

If you decide to remove the Cost/Work Codes that come with the system, you can come on Live Chat & we will do it for you.

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