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Adding Cost Codes To A Production | Roll Credits Help Center

Adding Cost Codes To A Production

Adding section and cost codes / categories / account codes to an existing production

Written by Matthew Reff

Overview

Cost codes in Rollcredits are automatically pulled from the budget when you upload it. If you haven't uploaded a budget yet, we can automatically extract all of your cost codes at once!

Here's our guide for importing a budget

Keep in mind that only users who are a Manager or higher up are able to edit the budget and add cost codes

Adding Single Code Codes

Go to the budget tab:

  • https://app.rollcredits.io/budget/details

    • https://app.rollcredits.io/budget/details

    • Above the budget table on the left, click Add > New Line Item

    Above the budget table on the left, click Add > New Line Item

    • Fill in the cost code and description

    Fill in the cost code and description

    The cost code will now appear as an option whenever you code your transactions!

    Adding Sections

    If you have a more complex budget, some categories will fall under broader sections. These sections aren't directly selectable when coding from transactions but can group things together to make summarization easier

    Go to the budget tab:

    • https://app.rollcredits.io/budget/details

      • https://app.rollcredits.io/budget/details

      • Above the budget table on the left, click Add > New Section

      Above the budget table on the left, click Add > New Section

      • Fill in the section code and description. If you want to nest your sections you can select a different section to put this new section under

      Fill in the section code and description. If you want to nest your sections you can select a different section to put this new section under

      • Now, you can add new cost codes under your new section!

      Now, you can add new cost codes under your new section!