Division Support in Cost Codes

🧾 Division Support in Cost Codes


📘 Overview

Ontraccr supports multi-division companies, allowing each division to maintain its own set of cost codes. This enables organizations with multiple departments, regions, or business units to manage job costing independently and avoid overlap or confusion.


🏢 What Is a Division?

A Division in Ontraccr represents a separate operational entity within your company — for example:

  • Construction Division
  • Service Division
  • Company A vs Company B (if both are managed under one Ontraccr account)

Each division can have:

  • Its own cost codes
  • Separate budgets
  • Different accounting system integrations

🧩 How Division Support Works for Cost Codes

🔐 One Division per Cost Code

  • A cost code can only belong to one division
  • If you want the same cost code available in multiple divisions, you must create it separately in each one

💼 Use Case Example

You want a cost code called “Rough-In Wiring” available for both your Construction and Service teams.

To do this:

  1. Create the cost code once for the Construction division
  2. Create it again for the Service division

Even if the name and number are the same, these are considered independent records in Ontraccr.


🧾 When Division Selection Is Required

  • If your account has multiple divisions, you must select a division during cost code creation or import
  • If your account has only one division, the field will be auto-filled and grayed out

🔁 Why Can’t One Code Span Multiple Divisions?

This limitation exists due to:

Accounting integration constraints

(e.g., different QuickBooks accounts for each division)

Data segmentation and reporting needs

Preventing cross-division cost code pollution


🧠 Tips

  • 🔁 If uploading a spreadsheet, be sure to assign the correct division for each row
  • 🏗️ Division logic also applies when importing from accounting tools (e.g., QuickBooks or Sage)

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