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