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 > Tasks -
Block costing code (optional)
If available then applied -
Location costing code (optional)
If available and no block costing code then applied -
Client 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 |
No block CC |
No block CC |
N/A |
|
|
|
Location CC |
No location CC |
N/A |
|
|
|
|
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