One Work Order - Its Own Books

Every job in TrakIT has one finance page for all of its work orders combined. That's exactly right when you're closing out the job - and exactly wrong when you only want to know whether this container is running a loss. Work Order Finance is a new page built for the second question.

Why this Exists

A job's finance page is comprehensive by design: every estimate, every actual, every account, laid out line by line. That's the right tool for approving a job or reconciling its books end-to-end. It's the wrong tool for a narrower, more common question - how is this one work order doing?

On a job with sixteen containers and forty line items, finding the handful of rows that belong to one of them means scanning a search box, squinting at the WO column, or exporting to a spreadsheet and filtering there. Work Order Finance is that filtered view, given its own page and its own address.

What's on the page?

Open a work order's finance page, and it reads like its job-level counterpart, because the intent is the same: a summary up top, working detail in tabs below - just narrowed to one work order throughout.

• Work Order Information -Workflow, customer, commodity, weight, transporter, and whatever else matters most. The fields aren't fixed in code - an office or role can configure its own set, the same way column choices work everywhere else in TrakIT.
• Account Summary - Income, expenses, gross margin, required margin, disbursements - estimate against actual - totalled from this work order's accounts only.
• Estimates & Actuals - The full toolkit: add, edit, approve, hide, duplicate, tax, quick-edit, drag to reorder. Add an account here and it already belongs to this work order - nothing left to pick.
• Analyse - Account master and category summaries, scoped the same way as everything above.
• Audit Log - Who changed what, filtered to this work order's accounts - not the job's.
• PDF - Print or download a copy laid out the same way as the screen.

Every total on this page, and every account you add from it, belongs to one work order. Nothing here reaches into the rest of the job - and nothing from the rest of the job leaks in. The job still holds all of it. Work Order Finance just gives one branch of that tree a door of its own.

What stays on the job page

A few things are deliberately missing here, because they were never really about one work order:

• Job status & approvals
• Request approval, close, cancel, reopen - a job moves through one status, not six.
• Customer credit rating
• A property of the customer, not the shipment leg.
• Comments, invoices, bills, documents

These live where they were created - at the job level - and Work Order Finance links straight back to all of it.

Getting there

Every work order page now carries a WO Finance link alongside the existing Job Finance one. Follow it, and the address settles at /wofin-[id] - as direct as the page itself. Access follows the same finance permissions as the job page, narrowed by whatever work order filters already apply to your account: if you can't see a work order today, you won't see its finance page either.

Make it yours

The Work Order Information panel runs on the same column system as TrakIT's list pages. An administrator can add fields, remove them, reorder them, or set a different default for a particular office or workflow group - from the existing column admin screen, under Finance WO Info. Nothing about the panel is fixed except the mechanism for building it.

For any questions or concerns, please contact TrakIT Support.