Understanding Work Codes in TPS: Organize Your Services Efficiently

Work Codes play a crucial role in tracking chargeable work, non-chargeable tasks, and expenses or disbursements in the Time Entry Screen. By organizing  and structuring your work codes using 'Types' and 'Subtypes', you can significantly enhance your ability to analyze data and generate reports with subtotaling capabilities. Developing a well-organized Work Codes structure that ensures the precise analysis of services provided by your firm with robust reporting capabilities.

Structuring Work Codes in TPS

TPS offers flexibility when it comes to structuring your work codes. You can keep it simple or create a more intricate system, based on your firm's needs. To do this, you can create primary folders known as 'Types' and subfolders referred to as 'Subtypes' to further organize your 'Work Codes'. These options offer an efficient and organized structure, making it easier to generate reports and providing subtotaling capabilities on WIP, Time, and Billing Realization reports.

One crucial thing to note is that the Time Entry Screen will only display the 'Work codes' for time tracking. The 'Types' and 'Subtypes' are used on other sections of the program. Here's the key: Make sure you have at least one Work Code under the 'Type' or 'Subtype' you create.

Type - Work Code Structure	Type - Subtype - Work Code Structure

Now, let's delve into the specifics within the 'Work Code' Menu:


When you're in the process of creating a new work code, you'll need to input the following details:

• Parent: Indicates the specific 'Type' or 'Subtype' folder name where the work code should be placed. If you're creating a 'Type,' you can leave this field blank.
• Work Code: This is the unique work code ID, which can be alphanumeric. It helps with the order of the work codes, so if 'Auditing Types' are saved as 100, the next work code could be set as 101.
• Name: The actual name of the work code, like 'Auditing' , 'Payroll Taxes' or 'Bookkeeping.'
• Description: You can add an extra explanation for this work code. This description appears during billing and can be used as a paragraph on your invoice.
• Type: Work codes must be labeled as chargeable, non-chargeable, or expense.
  • CHG: For tracking billable time on the time entry screen.
  • NCHG: To track non-billable activities like meetings, training, or administrative work not charged to a client.
  • EXP: Use for tracking expenses like miles driven or document copies.
• Hierarchy: Choose if it's a Type, Subtype, or Work Code:
  • TYPE: Main Folder
  • SUBTYPE: Sub Folder (Requires a Parent)
  • WORK CODE: For tracking time or units on the time entry screen (Requires a Parent, e.g., Type or Subtype).
• Tax Assignment: You can assign taxes to work codes based on which taxes apply, whether Tax 1, Tax 2 (compound tax), Tax 3, or all three. You can also set these taxes in Firm Properties, Invoicing Tab, Tax Information.
• Rate: This is the hourly rate for chargeable and expense work codes, based on each employee's rate (Employee's Properties - Rates Tab) per hour/work.
• Unit: Choose the units used for this work, like Time (hours) or Expense Unit for expenses. You can also create additional units as needed.
• Active: Allows to mark work codes as 'Active' or 'Inactive'. If the work code is not intended to be used for new time entries it could be set as 'Inactive', thereby preventing users from selecting them in the time entry screen.
  
  Related Topic:
• Work Code Import Example - TPS Cloud Axis
  
  

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