Assign Invoice Codes for Subcontractors
Use the Setup Invoice Codes page to create Invoice Codes to sort, group, and subtotal lines on the invoice on the system.
The ability to use Invoice Codes depends on which documents the General Contractor chose under Document Settings on the Project Settings page.
There are three ways to assign invoice codes once they are set up:
- Use the Assign Invoice Codes page
- Export and import invoice codes
To export, use the Download button on the Assign Invoice Codes page. To import, use the Upload button.
- Use the Edit Code Hierarchy page.
The Assign Invoice Codes page contains two tabs:
- Grouping: Assign invoice codes to a budget line
- Accounting: Edit individual records.
Last Published Friday, October 3, 2025