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:
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
In the left-side navigation, click People
On the project People dashboard, click the View button next to the worker profile that you want to assign tags to
Next to Job & pay, click Edit
Scroll down the page until you see the table beneath Travel days
In the table, click the Accounting codes box
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
Click the Save button when you’re finished
Click the View button
Click Edit
Click the Accounting codes box, select the code, and then click each box to the right to update the tags