Objective
To create a cost code list in your StructShare instance.
Background
In StructShare, your cost code list will display for your users when they create a new Material Request, a Purchase Order, or Invoice in your projects.
Things to Consider
Required Permissions:
Note that only ‘System Admins’ can add cost codes to the database. This is a permissional setting that can be found in the Users and Permissions settings.
If Integrating with Procore:
Cost codes can be added to StructShare through an integration with Procore. Please speak to your StructShare Account Manager if this will be the best option for your team
Import Capability:
If you intend to add multiple cost codes into StructShare you can leverage our import template
Steps:
Add Cost Codes into StructShare Manually
Import a List of Cost Codes into StructShare
Sync Cost Codes with StructShare from your Procore Account
Hide Cost Codes in StructShare
Add Cost Codes into StructShare Manually
From the ‘Home’ screen in StructShare, click on ‘Company Settings’ gear icon on the right-hand side of the screen.
From the dropdown, click on ‘Accounting System’.
On the right-hand side of the screen click on the plus icon ‘+’ next to Cost Codes.
Input the cost code number and description
Click on the plus icon ‘+’ if you would like to create multiple cost codes.
Click ‘Create’.
Import a List of Cost Codes into StructShare
Compile a list of cost codes and load them into the StructShare Cost Code Import document.
Once ready, from the ‘Home’ screen in StructShare, click on ‘Company Settings’ gear icon on the right-hand side of the screen.
From the dropdown, click on ‘Accounting System’.
Click on the ‘Upload File’ button on the left side of the screen.
Choose the file you wish to load into StructShare.
Adjust the columns if necessary
Note: If the first row in your import document contains column labels, please select ‘Ignore first row’.
Finish up by clicking ‘Update StructShare Lists’.
Sync Suppliers with StructShare from your Procore Account
We recommend reaching out to your Account Manager to assist with this setup
From the ‘Home’ screen in StructShare, click on the ‘Company Account Settings’ gear icon in the top right corner.
Click on Procore Settings’.
Log in to your Procore instance with your credentials.
Once the system has been synced with StructShare, you can click ‘Start Import’.
Here, you will need to select the company, standard cost code list, and the projects you wish to sync. Note that you can ‘Select All’.
Hide Cost Codes in StructShare
You have the ability to "hide" Cost Codes in StructShare that you no longer use.
If the Cost Code is associated with an order in the system, you will still see that Cost Code associated to that order but the "hidden" Cost Code will no longer be available as an option to select in your 'Cost Code' dropdown.
If you have multiple Cost Codes hidden, or wish to view a list of "active" Cost Codes, you can select the 'Do not show hidden Cost Codes' check box in the Accounting System Settings screen.
Procore Users
If you are integrated with Procore, when you re-sync a Project, your Cost Code list will update to match what is in Procore. E.g. if you hide Cost Codes in Procore, they will automatically be hidden in StructShare. If you delete Cost Codes form Procore (as long as they are not associated to any POs, they will be removed from StructShare during the re-sync.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of you screen.
Email Support:
Call Support:
(512) 222-3716