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How costing codes work

When a job synced or submitted, Tātou applies a costing code based on the following hierarchy;

  1. Block costing code (optional)
    If available then applied

  2. Location costing code (optional)
    If available and no block costing code then applied

  3. Client costing code (mandatory)
    If no block or location costing codes then applied to all client jobs > Manage Admin > Clients

  4. Task costing code (mandatory)
    Mandatory and applied to all internal jobs > Manage Admin > Tasks

For example;

Client jobs

Internal jobs

Block costing code (tick)

No costing code

No costing code

N/A

Location costing code

Location costing code (tick)

No costing code

N/A

Client costing code

Client costing code

Client costing code (tick)

N/A

Task costing code

Task costing code

Task costing code

Task costing code (tick)

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Reporting

Tātou reports often include the costing code.

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