Costing codes
- Aimee Jay
How costing codes (CC) work
When a job synced or submitted, Tātou applies a costing code based on the following hierarchy;
Task costing code (optional if task type = client, mandatory if task type = internal)
If available then applied > Manage Admin > TasksBlock costing code (optional)
If available then appliedLocation costing code (optional)
If available and no block costing code then appliedClient costing code (mandatory)
If no block or location costing codes then applied to all client jobs > Manage Admin > Clients
For example;
Client jobs | Internal jobs | |||
Task CC | No task CC | No task CC | No task CC | Task CC |
Block CC | Block CC | No block CC | No block CC | N/A |
Location CC | Location CC | Location CC | No location CC | N/A |
Client CC | Client CC | Client CC | Client CC | N/A |
If multiple blocks are used with matching costing codes, this will be applied.
If multiple blocks are used with different costing codes, the location costing code will be applied
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