What preparation should be carried out before setting up the basic configuration to work?

The reflection on the initial configuration of Tempolia should focus in particular on:

• the choice of task, expense, and sales codes: make a list of the types of tasks on which employees work, the nature of the expenses entered (kilometers by car, restaurant, etc.), and sales codes (at associate with the accounts defined in accounting)
• the use of the concepts of group of collaborators, activities and client families: you will be able to find your clients better by categorizing them by activity and by family. This categorization is free, you define the lists as you wish

• the method of coding clients and matters: it is interesting to have internal rules, to use identical codifications between your different software, ...
• setting up collaborator, client and matter characteristics: you can create personalized characteristics, which are boxes in the database that you can then use freely

• the billing methods that will be used: fixed price, time spent, quantity
• properly configure the billable task codes. Time spent invoicing uses the notion of Exceptional time, and billable task codes may have this option enabled by default to simplify the entry of time spent. In addition, if certain tasks must be invoiced based on quantities, it is necessary to set up the corresponding task code accordingly.