*To access the system menu you need to be a client administrator*
If you need to add a new reference code to Buildlogic there are a few steps you need to take before you can use them on a job in the system.
The first thing to do is ensure that the reference code is listed in your master list, this is where you first add any new reference codes.
To access your master list, in Buildlogic go to the System menu:
System > Lists > Reference Codes
From the master list you can add new reference codes by clicking the +New button
From this screen you will be able to create the reference code, and add some detail about it
Code: This is the number you would like to assign to the code
Description: This is the description you would like to give the code, this will appear in the description column
Set Level: This determines whether the code will be a header or detail line
Header: This option lets you choose if you would like the code to appear under an existing header
Active for Timesheets: If this option is ticked timesheet users will be able to select this code when entering a timesheet
Once the reference code is set up in your master list, then navigate to your accounting system info to make it active for jobs.
System > Accounting System Info > Edit - Reference Codes Tab
From the reference codes tab you can search manually or use the search box at the top right of the table, if you search any part of the reference code (Number or Description) it should appear in the table below.
To enable this reference code to be used on jobs, ensure the 'is active for jobs?' check box is ticked and click save
