Charge codes hold the ‘rules’ to enter time and expense against. You can create charge code templates, that are made up of time and expense categories, to streamline and automate timekeeping set up. We give users the ability to create single use charge codes, or templates so you can create them in the way that your business needs. Our best practice would be to create templates and fill in with manual charge codes only as needed.
The most common charge code template will be for normal working hours. This is the default, and at minimum what most employees will log time against. Other examples of common charge codes are Training, or can be specific to a certain client that has unique time keeping needs.
When creating charge codes and templates, you can make them as simple or complex as needed. The most important part of this set up is determining if you want employees to enter time against it, and which category of time. You can also choose if you want to give access to expenses, and if this charge code is payable to employees and billable to customers.
Most commonly, charge codes will be billable to the customer, and payable to the employee.
You also have the ability to create charge codes from the opportunity record. You can create from a template, or make your own on the fly. Grant employees access to these charge codes as needed.
Note- You can create charge codes for specific people if you want to give them access to different expense or time categories. Ex. You can give Susie access to mileage, but not meal expenses.