Assign default tags for accounting

Default accounting tags for worker profiles

If the Production Accounting Suite (PAS) is enabled for your company’s Wrapbook account, you can assign default tags to worker profiles. This helps accountants save time since they won't have to manually research and populate these codes for each transaction. To learn more about PAS, see About production accounting.

Key points about the tagging system:

• Workers cannot see the account and tag coding details in their view

• Only tag types that contain active codes are available for selection

• When a tag code is inactivated, the system will warn administrators if that code is assigned to any workers. If disabled, it will automatically remove that default code from affected worker profiles.

• If you want to assign an accounting code but it’s not available when updating a worker’s profile, you’ll need to update the Tags info in the Project settings under Accounting

To assign default tags for accounting:

1. In the left-side navigation, click the dropdown menu

   In the dropdown menu, select the name of the project that you want to assign default tags for

2. In the left-side navigation, click People

3. On the project People dashboard, click the View button next to the worker profile that you want to assign tags to

4. Next to Job & pay, click Edit

5. Scroll down the page until you see the table beneath Travel days

6. In the table, click the Accounting codes box

7. In the popup, select the code to assign, and then click on each of the boxes to the right of Accounting codes to assign the tags

8. Click the Save button when you’re finished

Update default account codes for worker allowances

Default account codes for allowances can be initially set when a worker is invited to a project, but they can be updated at any time from the worker’s profile. To learn more, see Default account codes for allowance types.

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select a project that the worker has been added to

3. In the left-side navigation, click People

4. Use the search bar to find the worker profile that you want to update, and then click the View button next to their name

5. On the worker’s profile, scroll down the page until you see the Job & Pay section*,* and then click the Edit link next to it

6. In the editable view of the worker’s Allowances, click on each of the default Account code fields to update or remove the information

7. Once you’re finished, be sure to click the Save button at the bottom of the page