Work Order Finance Codes

Finance Codes allow you to associate a financial or accounting reference code with individual Work Order categories. These codes can then be used to support financial analysis and integration with external accounting processes.

Accessing Finance Code Settings

To configure Finance Codes:

1. From the main menu, select Admin → Settings.
2. Click Finance.
3. In the Work Order Finance Codes section on the left-hand side of the screen, enter the required finance code against one or more Work Order categories.
4. Click Update at the bottom of the page to save your changes.

Example

You may wish to assign separate finance codes to different categories of maintenance work, for example:

These codes can then be used to identify and analyse expenditure by category.

Reporting

At present, Finance Codes are included in the Work Orders Export export, which can be accessed via:

Admin → Export → Work Orders

The exported data includes the finance code associated with each Work Order category, allowing the information to be filtered, sorted, or imported into external reporting and accounting systems.