Accept or Reject Cost Codes for Export to ERP

After adding cost codes as segment items in the Work Breakdown Structure area of the Company level Admin tool, send the cost codes to the company level ERP Integrations tool. An Accounting Approvercan then accept or reject the cost codes before exporting to your ERP system.

• Required User Permissions:

  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND

  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.

• Prerequisites:

  • Configure Cost Code Preferences for ERP

  • Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting Acceptance

1. Navigate to the company's ERP Integrations tool.

2. Click the Standard Cost Codes tab.

3. Under Filter Standard Cost Codes By, make sure Ready to Export is selected.

4. Review any cost code(s) and descriptions in the 'ERP Cost Code List'.
   This list only shows unsynced cost codes.

Accept the Cost Code

1. Select an option in the following drop-down lists:

   1. General Ledger Account - Income. Choose the appropriate income account for each cost code. An income account is used for revenues, expenses, gains, and losses.

   2. General Ledger Account - Expense (Optional). If your company uses separate expense accounts, choose one from this list.

      • Note: Any changes you make will automatically be saved.
        
        

        

2. Click Export Cost Codes.
   

   

3. The 'Export Status' column in the ERP Cost Code list shows the status of your export. It may take a few minutes to export your codes. When the export is complete, the column reads 'Success.'
   
   

   

Reject the Cost Code

1. Click Reject All.
   

   

   The system removes the cost codes from the "Ready to Export" list in the ERP Integrations tool. A YELLOW banner appears at the top of the page to confirm that the code(s) have been removed.