Group codes are specific identifiers used to categorize and track various types of transactions for any given production. These codes help to organize transactions by grouping similar expenses, such as labor, episodes, locations, etc, making it easier to monitor spending, prepare reports, and ensure budget compliance.

You can create an unlimited number of Group Codes, allowing you to categorize expenses by virtually any criteria. For instance, a commonly used group code in film production is 'Labor Spend'. When a production involves multiple shooting locations, such as a main unit in New York, USA and a skeleton unit in Vancouver, Canada, accountants can use these codes to track regional labor expenditures and calculate tax credit claims.

Additionally, you can tag transactions by episode to accurately track and analyze the total spending per episode throughout a season, providing clear financial insights for cost reporting.

To add a group code, click on the desired production from your main dashboard. Then, from the production dashboard click on the Accounting icon in the left menu navigation.

Under Globals, select 'Groups'. Then in the centre panel, click the 'Add New' button to add your first group code.

Enter a coded description under 'Short' (ie. LOC), then enter the 'Description' (ie. Locations). Lastly, click on the input field under 'Group Code' to add an unlimited number of codes.
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To change the names of the Short or Full Description simply click on the input and make your changes. To delete a group code, click on the input, the click on the 'x' within a code's label to permanently delete that code. To select the color of the group code, click on the circular color icon, then choose a different color.

All edits will be auto-saved.

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Managing Account Codes