How to code my affaires efficiently in Tempolia, and what are the challenges?

The "affaire" is the basic unit for tracking the profitability of a client. Time, expenses, and invoices must be associated with both a client and an affaire.

The concept of "affaire" usually includes terms such as mission, project, contract, site, and may also include a notion of fiscal year or calendar period.
For example, in accounting firms, affaires often correspond to missions combined with client fiscal years, while in the construction industry, they represent projects or building sites.

Each affaire is identified by a unique code linked to a client. A client cannot have two affaires with the same code, but different clients can share the same affaire code. You can add specific prefixes to the affaire codes to facilitate grouping and analysis by type or period. For example:

• An accounting firm might code its accounting affaires as C2025-12 and its social affaires as S2025.
• A law firm might code its affaires according to case numbers or by year for regular advisory services.
• An engineering firm might code its affaires according to project codes or individual contract codes.

Tempolia also offers advanced features such as bulk creation of similar affaires (e.g., generating all affaires for 2025 in a single request).

Summary or detailed reports allow you to review profitability or activities by type of affaire or defined periods, providing a powerful tool for performance tracking and future budget planning.