User Management

How do I set up master codes?

1min

1. Master codes are located in the ‘Master Codes’ section on the navigation menu.

2. The pages in the master codes section are; Cost Centre; Departments; Project; Travel Category and Trip Type.

3. You can add a master code to any of these pages by opening the page, and clicking the “Add a new…” button at the top right of the page.

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4. On this form you will be asked to name your new master code, and to input the shortened code value.

5. Once filled out, to enable the master code, click on the ‘status’ slider so it is green, and click ‘Save’.