Overview of Cost Tracking

Home » Support Library » User Guides » User Guide - Base Product » Overview of Cost Tracking

The Cost Tracking Page

The Cost Tracking module lists your Costsheets. Costsheets are associated to charge codes; an individual sheet tracks expenses for an item, such as each complaint or a case.

Summary Panel

A summary of the selected Costsheet appears as the first section of the detail.

Summary Panel

Note: The summary gives a top-level overview of the Costsheet. The system assigns some information automatically depending on your local configuration.

Costsheet Actions

The available actions depend on your local configuration and permissions.

Costsheet Actions

Use the Action Panel to:

  • Create a New Costsheet
  • Edit a Costsheet
  • Refresh the Cost Tracking page.

Cost Tracking Navigation Icons Panel

You can open sections using the icons panel.

Cost Tracking Navigation Icons Panel

Note: The name of the section appears when hovering over each icon.