Editing and Deleting Cost Codes

1. Tap the  icon in the upper right corner of the app.
2. The menu opens. Tap the Admin option.
   
3. The Admin menu opens. Select the Cost Codes option.
   
4. The Cost Code Groups view opens showing a list of all the cost groups that have been created by your organization. Tap the Additional Options dots to view a hierarchy of cost codes within the main groupings.
   
5. The Additional Options menu opens. Tap View Tree to view cost codes associated with this group.
   
6. The Cost Code Tree view dialogue opens. Tap the Edit icon.
   
7. The Edit Cost Code Tree view opens. Tap the cost code you wish to edit or delete.
   
8. The Edit Cost Code Tree view opens. To edit the cost code, make any needed modifications to the Ref Number, Unit and/or Name and tap the Checkmark button to continue or the "X" to cancel. To delete the cost code, tap the delete icon on the right side of the cost code listing. NOTE: cost codes cannot be deleted if they are in use.