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Tracking Categories

    Moved to: https://help.atollon.com/books/atollon-finance-controlling/page/tracking-categories

    Tracking Categories are used as controlling variables through-out the whole system, where your organzation may gather some financial data, such as projects, time sheet, expenses, invoices (received/issued), orders (issued/received), estimates, etc.

    There are max. three Tracking Categories available (Tracking Category 1, 2, 3). Tracking Categories must be set-up in general in order to start working. Once you assign one of the (root) records in Tracking Categories overview to Tracking Category 1, 2 or 3, they become available in the whole Atollon.

    On the level of Folders (Clients, Prospects, Partners, ...) or Projects you may define whether or not the Tracking Category 1, 2 or 3 will be shown/hidden, optional, silent or required. Silent is work-in-progress, it should allow setting Tracking Categories automatically based on user settings in system registry.

    Use Cases

    Tracking Category 1 is typically used for assigning financial data, folders or project to organization's Business Units, Teams eg.:

    Tracking Category 1 = Organization Structure

    Organization Structure may contain several levels, starting by Region > Business Unit A, B, C, ...

    Tracking Category 2 is typically used to set Cost Centre. It is also used in connection with Work Price List. It is possible to set different prices of work/labour per Tracking Category 2 (Cost Centre, Work Regime, etc.)

    Tracking Category 3 is not used heavily and it is additional controlling variable, if required.

    Set the Tracking Category

    Create new root record, called for example "Team" and save it. Click on the newly created record (Team) and press button: "Set selected category" next to the Tracking Category 1, 2 or 3. From now, the Team option will be available throughout the whole Atollon. Repeat steps for Tracking Category 2, 3 (if needed).

    Tracking Categories Settings Example




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