Costing codes

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;

Reporting

Tātou reports often include the costing code.

Custom reports can include any data you like but will be blank if irrelevant for a job.

• Costing code reports based on the rule above

• Client costing code reports as set in Tātou, if no client = blank

• Location costing code reports as set in Tātou, if no location = blank

• Block costing code reports as set in Tātou, if no block = blank

• Task costing code reports as set in Tātous > Manage Admin > Tasks