Cost Codes define the work completed for a Fee or Expense, and are used to calculate amounts charged to clients (based on the duration of the work and the User's charge rate).

All Fees and Expenses must have a Cost Code.

Creating Cost Codes

To create a Cost Code:

1. On the sidebar, select System ().
2. Under Time and Costing, select Cost Codes.

3. Select Create New Cost Code

4. Enter a Name.
   
   
5. Select Time, Expense, or both.
   
   If Time is selected, select either Chargeable or Non-Chargeable; please note, selecting Non-Chargeable will apply a zero dollar ($0) amount to any Time records with this Cost Code, regardless of the work completed.
   
   If Expense is selected, select either GST Applicable or GST Free; please note, selecting GST Free will apply a zero dollar ($0) GST amount to any Expense with this Cost Code.
   
   Further, if you have integrated your mattero and Xero accounts, you must ensure the correct tax code is set for GST-free Expenses. (View the "Advanced" section of Step 4 of the Configure Xero Integration article for more information.)
   
   Please note, you can also configure a setting to make taxes optional for individual Matters. View the Configuring Taxes (GST) article for more information.
   
   
6. When all selections are made, select OK.

Editing and Deleting Cost Codes

Cost Codes can be edited or deleted at any time. However, if a Cost Code is currently assigned to a Fee or Expense, it cannot be deleted until the Fee or Expense's details have been changed.

To edit or delete a Cost Code:

1. Select a Code Code.

2. In the window that opens, make changes as needed, then select OK.
3. Alternatively, select Delete to delete the Cost Code.