What are sales codes, expense codes and task codes used for?

Sales codes correspond to the nature of the billed service and determine the accounting allocation of each invoice line. You can create one sales code per type of billed service. Tempolia lets you enter a specific billing label for each matter. The label text can include wildcard characters that are automatically replaced with information such as the month, quarter or an order number.

Tempolia screenshot: The sales codes, a first example of the shared reference data with expenses and tasks.
The sales codes, a first example of the shared reference data with expenses and tasks.

Expense codes are used to enter expenses incurred or to be incurred, and provide a complete view of the cost of client matters. Each expense code can be associated with unit cost and sales prices, making expense entry easier.

Billable task codes correspond to the nature of the work performed by an employee and are used to enter planned and actual time. They also make it possible to value planned or actual time.

Non-billable task codes are used to allocate non-billable time and expenses. This detailed code management lets you accurately track all costs and revenue related to your activity.

Tempolia screenshot: Billable task codes reference.
Billable task codes reference.