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Cost codes

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You must be a Global Admin to create and manage cost codes. Learn more: Administrator access levels

To create and manage cost codes, sign in to Eptura Engage as a Global Admin and navigate to Application setup > Meta admin.

  1. In Meta administration, select Cost Codes from the Section drop-down list.
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  2. Click Add resource to add a new cost code, or click Edit to update an existing cost code. You can also import cost codes from a file See below: Import Cost Codes
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  3. When adding a new cost code or editing an existing, enter the cost code in the field on the left and a description in the field on the right.
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  4. Click Save when done.
Import cost codes

Cost codes can be imported in bulk via a Microsoft Excel XLSX file. The Excel workbook must only contain 2 columns, and cells A1 and B1 must contain these heading exactly: A1 = CostCentre / B1 = Desc. A template can be downloaded for convenience.

  1. Sign in to Eptura Engage as a Global Admin and navigate to Application setup > Meta admin
  2. Select Cost Codes from the Section drop-down list.
  3. Click Import Cost Codes to open the Import Cost Codes dialog box.
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  4. Click Download Template to download a Microsoft Excel XLSX file to enter your cost codes into prior to uploading. The Excel workbook contains two cells which must not be edited: A1 = CostCentre and B1 = Desc. Enter your cost codes and descriptions in the respective columns. 
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  5. When you have entered your cost codes and saved the Excel workbook, click Choose file from the Import Cost Codes dialog box and select the saved XLSX file from your device.
  6. Click Upload Cost Codes to add the cost codes to Eptura Engage. The cost codes are ordered alphabetically by the cost code.
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The Excel workbook must only contain 2 columns, and cells A1 and B1 must contain these headings exactly: A1 = CostCentre / B1 = Desc, otherwise an error is shown and the cost codes are not uploaded.