Employee management > Employees > Set employee's default charge codes

Set employee's default charge codes

Default charge codes automatically populate the relevant fields of an employee's Transaction Details Coding tab when their transactions from the card issuer are loaded into Spend Dynamics. If an employee normally assigns expenses to the same codes, default codes can save a lot of time. Note: The employee can manually select a different code if required.

Default charge codes can be set up in three ways for an employee:

• Via the human resources (HR) interface file upload
• Via the employee's own Settings menu
• By the administrator using the procedure below.

To set a default charge code:

1. Click the Employees button on the Administration Overview diagram (Employee view).

   The Employee Administration screen appears.

2. Click Search at the top-right of the screen.

   The Employee Search window appears.

3. Use the search criteria defined in the Search for employee procedure to narrow the search for the employee you want.

   The Employee Administration screen re-appears, displaying the search results table.

4. Click to the right of the employee.

   The Default Charge Codes Personal window appears.

5. From the drop-down menus, select the appropriate default charge codes for the employee.

   The codes available for selection belong to the charge groups this employee belongs to. If the code is not available in the list, select [Search] and search for it.

6. Click Save.