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A Create Charge Code request asks Accounting to create a charge code that employees can charge time and expenses to, such as a code for a new business opportunity. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.

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Create a Create Charge Code Request

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Prerequisites

Before submitting a Create Charge Code request:
  • You must have an active employee account.
  • The record the charge code is for, such as the business opportunity, must already exist.
  • The charge code types you can request depend on your role.
1

Navigate to Requests Module.

RQ Nav
2

Click Add Request.

RQ Add
3

Select Create Charge Code as the request type.

RQ CC Type
4

Complete the required information.

RQ CC Form 1

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Request Information

RQ CC Form 2

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Create Charge Code

5

Click Add to send the request for approval.

RQ CC Add
The request can be viewed in the Business Development, Request, and Accounting modules. After approval, the charge code is listed in Accounting > Charge Code.

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Review a Create Charge Code Request

To review a submitted Create Charge Code request and approve, reject, or discard it, see Accounting > Request.

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Manage the Create Charge Code Business Process

To manage the workflow for Create Charge Code requests, see Admin > Business Processes > Business Processes Overview.