How to Set Timesheet Default Cost Code for Each User

In this article we are going to walk you through the process of assigning default cost codes for your team members and setting hourly cost rates for them.

Written by Buildern Support

Updated 1 year ago

You can greatly save your team's and your time by assigning default cost codes to each user allowing them to clock in/out for the job they've done. This ensures that all timesheets are recorded and paid accurately, making the workflow even easier.

Before setting a default cost code, you may want to filter out those that won’t be available in the timesheets. To do this, go to Settings > Cost Codes.

Select single or multiple cost codes to show or hide them from the timesheets.

To set a default cost code for each user, go to Contacts > Users. Choose a specific user and edit their settings.

Pick the timesheet default cost code from the drop-down menu and set the hourly cost for the user. This should be the cost to your company. Setting a default cost code means that when they add a timesheet the cost code will be selected by default.

NOTE: If you leave the hourly cost empty, the system will pick automatically company default rates when showing in the budget.

💡Recommended Reading

Getting Started with Cost Codes

How to Work with Templates in Buildern?

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