Prefix Codes

Prefix Codes

QicWorks allows for both system generated or editable customisation when it comes to your document's prefixes.

Editable naming conventions are available for your quotes, estimates, invoices, purchase orders, jobs and task numbers. 

Here you can set how you wish to see your prefix, for example:

  • Job FY23-001, JN-0123, JOBNO-0123, JN-0123 etc,
  • The number you wish to start auto counting from or,
  • Alternatively click “Yes” to the applicable checkbox to have complete customisation of your document Id’s

 When it comes to customising your document ID’s, QicWorks only restriction is that that particular document name/number can only be used once. 

Click on  Business  from the main menu, then click on Settings  . From the Account Settings menu click on  Prefix Codes .

System Generated Prefix Codes

The following image shows document prefixes within QicWorks are system generated and unable to be changed eg Timesheet, Safety Events, Picking Slip and Shift Reports to name a few.



Custom Prefix Codes



  Prefix: Set the your document prefix
B   Next Number: Set the next number you would like to auto appear on your document
C    Override: If ticked, Users will be able to override the assigned document id
D   Save and Cancel button
Make sure to click Save for your changes to apply.

    • Related Articles

    • Pay Codes

      Pay codes are all your pay items used to calculate Staff earnings. Pay codes are used to categorize and report how your payroll expenditure. Examples of pay codes can include (but are not limited to): Wages - ordinary time, penality rates, ...
    • How can I delete Chart of Account codes?

      Problem Staff members are selecting the wrong Chart of Account item when creating a purchase order, expense or invoice.  Can I delete a Chart of Account code to stop this from happening? Solution   QicWorks does not allow users to delete their ...
    • Can I customise my document Id's?

      Problem Can I customise my document Id's in QicWorks? Solution    Yes you can. QicWorks allows users to set their own naming conventions for their quotes, estimates, invoices, purchase orders, jobs and task numbers.  Here you can set how you wish to ...
    • Invoices

      Seamlessly transform all your job data into effortless invoicing and get paid faster! Rates invoices are automatically calculated by using the time and costs data collected against individual jobs, and multiplying this data by the Pricing Table set ...
    • Delivery Docket

      Delivery Dockets accompany the shipment or delivery of goods. Delivery dockets can also be called Proof of Delivery or Consignment Notes. Delivery Dockets are used to confirm the quantity shipped is the same as the quantity received and generally do ...