Booking codes

Booking codes are used primarily for invoicing, sometimes together with other data filters such as user ID.

By default, the system assumes two booking codes per account and labels them Reference and Department. It is common to change these field labels to reflect the business requirements.

Providing that they are editable for the group, booking codes can be renamed/defined/modified in the admin/user group screens. The defined booking code fields are displayed in the Booking screen.

As booking codes are specific to an account, any group with access to the selected account uses the same booking codes. When a booking code is modified, the latest modification is applied in all groups that use the account.

A booking code field may be set up as either a List or Text in a group administration screen, using the Booking Codes panel:

•	If the administrator defines the booking codes as a List, the Booking screen displays a dropdown list.

The administrator has to set up the contents of the dropdown list by entering the values in manually or uploading a .CSV file.

•	If the administrator defines the booking codes as Text, the Booking screen displays a field - bookers have to enter a value.

Administrators may need to Validate the user input - in this case, they have to set up Validation rules.