Adding cost codes to check invitations

We have recently launched our new Cost Codes feature, which allows you to create and assign cost codes to checks you are sending out to individuals.

The business' primary account holder is the only user that can enable or disable the cost code feature for their business. However, all members of the business who have access to Certsy Workplace can create and assign cost codes.

This feature can be found by navigating to the following section on Certsy Workplace:

Account settings > Business details > Invoicing > Toggle cost codes on/off

You can also create new cost codes on this page. There is currently no way to edit or delete cost codes once they have been created.

Once the business' primary account holder has enabled cost codes, you can add a cost code to a check invitation before it is sent out.

You can access this feature through the 'Invite People' page, which can be accessed via the left menu. See the steps below.

1. Input employee details

2. Select the checks you are inviting them to complete

3. Select or create the cost code you want to assign to their check

On the ‘Manage People’ page, you can now see what employees have been invited to complete, as well as the cost codes assigned to each check. These cost codes are visible to all users in the business who have access to Certsy Workplace.