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Question

Limiting Cost Codes Available on Time Sheets to Project Specific Codes

  • September 13, 2023
  • 1 reply
  • 102 views

Hi there - We want to limit available cost codes to project specific cost codes rather than providing employees with access to the master cost code listing.  Currently the employee can see both the master cost code listing as well as project specific codes.  We want to remove the option that allows the employee to select from master cost codes.  Is this option available?

1 reply

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • September 15, 2023

Hello @markagnew ,

There is no check-box or configuration option to hide the ‘All’ list of Cost Codes from users in Time and Expense entry. (We can hide projects and tasks with check-boxes on the Project and Tasks screens, but Cost Codes do not offer the same options.)

You may be able to hide the option using customizations.

Did you see this previous answer by Heidi Dempsey?

 

Please Vote Up your idea here, so that future versions may offer the option to restrict Cost Codes in entry screens:

https://community.acumatica.com/ideas/selecting%2Dcost%2Dcode%2Dfor%2Dproject%2Drelated%2Dtransactions%2Donly%2Dshows%2Da%2Dwarning%2Dif%2Dno%2Dbudget%2Dline%2Dexists%2Dwe%2Dneed%2Dan%2Doption%2Dsetting%2Dto%2Dhave%2Dthis%2Dbe%2Dan%2Derror%2D5143

Thank you.

Laura


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