Filing Individual Dockets (Web UI)

Created by Mark Shepherd-Smith, Modified on Tue, 06 Jun 2023 at 02:03 PM by Lachlan Robbie

Filing dockets allocates cost codes (or file codes) to a docket.  These file codes can then be used for job costing and productivity reporting.  

Filing can either be completed on individual dockets or line items.

To file multiple dockets at a time refer to the article, Filing Multiple Dockets (Web UI)

First, click on the filing tab in the docket.


1. File Codes

  1. Select a File Code

  2. Select a percentage allocation (If required)

  3. Click plus to add a second line (the remainder will be entered in the percentage box)

Repeat across as many cost codes as necessary.


2. File by Lines

Select File by Lines, then

  • Enter the File code for each line


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