📕Setup Screens - External Cost Categories

Last updated: September 28, 2026

Overview

External Cost Categories help categorize costs necessary to perform work, such as Travel, Equipment Rentals, or hiring an outside Vendor. These categories can be used for Dispatches and Work Orders.

Prerequisites & Preparation

  • Required Permissions: System Manager or Administrator

Step-by-Step Configuration

  1. Navigate to the Menu: Go to Setup > External Cost Categories.

  2. Initiate Creation: Select Add New in the upper right corner of the grey toolbar.

  3. Enter Details:

    • Code: Enter a code.

    • Description: Enter a description.

  4. Define Attributes:

    • Status: Make sure Active is selected.

  5. Save & Finalize: Click Save. 

 

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