Cost Types

Cost Types in CrewCost define the categories used to classify job costs, such as labor, materials, equipment, subcontracts, and other direct expenses. Each Cost Type is linked to a specific account in the chart of accounts, allowing job costs to be recorded and tracked accurately across projects.

Access Cost Types Settings

Navigate to the Cost Types settings to view and manage existing entries.

1. Click Settings in the left navigation menu.

2. Click Other under the Settings submenu.

3. Click Cost Types under the Job Costing section.

Create a Cost Type

Follow the steps below to add a new Cost Type to the system.

1. Click + New Cost Type in the top right corner of the Cost Types page.

2. Enter a name in the Cost Type field.

3. Click the Account field and select the appropriate expense account from the dropdown list.

4. Click Save to apply your preferences.

Edit a Cost Type

Follow the steps below to modify an existing Cost Type.

1. Locate the Cost Type you want to edit in the active list.

2. Click the pencil icon in the Actions column for that entry.

3. Update the Cost Type name or the linked Account as needed.

4. Click Save.

Deactivate and View Inactive Cost Types

Follow the steps below to mark a Cost Type as inactive and review those that have been deactivated.

1. Locate the Cost Type you want to deactivate in the active list.

2. Click the three-dot icon in the Actions column for that entry.

3. Click Mark as inactive.

4. Click the Inactive tab at the top of the list to review inactive Cost Types and mark them as active again if necessary.

Inactive Cost Types are removed from the active list and are no longer available for selection in job costing workflows.

Keeping Cost Types accurate and up-to-date ensures that costs recorded across projects are correctly categorized and mapped to the appropriate accounts in your chart of accounts.

See Also

Keep exploring our platform by taking the next step:

• Add a Tax Rate: CrewCost allows you to configure sales tax rates under the Accounting module. Once created, these rates are available for use across your accounting workflows.

• Manage and Match Bank Transactions: Review, add, match, transfer, or exclude banking transactions as needed.