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:
Above the budget table on the left, click Add > New Line Item
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:
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
Now, you can add new cost codes under your new section!