Additional Accounting Fields

Create additional accounting fields to determine how a work order or an invoice is divided by a finance team. Build rules that automatically approve work order financials and invoices based on the finance codes.

Enable finance codes on work orders and invoices at Admin > EAM Accounting Settings under Capital Expense Settings.

Finance codes

Add finance codes under Finance code 1, Finance code 2, and Finance code 3, each representing a different organizational or approval level. On a work order or invoice, the requester can select a value from the finance code fields, and the finance team divides the work order or invoice accordingly. If you build rules for the finance codes, selecting a finance code value can automatically approve the work order or invoice.

Each Finance Code page shows the following fields in a smart table.

• Name: The name of the finance code.

• Description: The finance code description.

• Status: Whether the finance code is Active or Inactive (that is, whether it can be an option for the associated finance code field on work orders or invoices).

Create a new finance code

1. Click Create new finance code for the finance code set you want to add a code to (Finance Code 1, 2, or 3).

2. Enter the Name, Description, and set the Status.

3. Save the new finance code.