Understanding Billing Contacts

Overview

Contact records serve a dual purpose. For Bullhorn Back Office, Contacts are the central point for processing and sending invoices and are often labeled as Billing Contacts or Departments.

For Bullhorn Onboarding, Contacts are individuals who complete the client required portions or fields when completing onboarding paperwork. For more information on sending documents to client contacts, see the Onboarding section on Client Docs.

FAQ

  1. Navigate to the Companies tab.



  2. Search for and open the company record you would like to edit by selecting the Binoculars next to the company name.



  3. Choose the Contacts tab.
    • This tab may be labeled differently depending on your setup.

  4. Open the contact you would like to edit by selecting the Binoculars next to the department name.



Information on creating or editing contact records can be found in the following articles:

Below is a brief description for each Contact record tab:

  • Edit

    The Edit tab is where you set all of the information pertaining to the Contact itself. It is where you set up timesheet and invoice rules pertaining to the that particular contact as well as the username and password for Client Contacts to complete onboarding documentation. See the following articles for more information:

  • Audit Trail

    The audit trail shows all of the changes made to the contact record either by an admin or through an integration, such as changes made in Bullhorn ATS.

    Each column can be sorted and filtered to help with identifying changes to the record, such as who made the change or what change was made.

    You can use the # Selected button to export the audit trail results to an external CSV, Excel, or PDF file.

  • Reset Password

    The Reset Password tab is used to reset the password for the documentation portal that client contacts use to access onboarding documents that have been assigned to them. See Client Docs for more information.

  • Invoice(s)

    The Invoices tab will display a list of invoices generated for this particular contact. This is a great way to quickly reference invoices for a specific contact without having to search on the Receivables tab.

  • Placements

    The Placements tab shows all of the placement records associated with the selected contact.

    Note: This tab does not show placements assigned client onboarding documents.

If you do not already have a column for Contacts on your Timesheets or Receivables tabs, you can add them for easy reference.

  1. Navigate to the Timesheets or Receivables tab
  2. From the Actions menu select Edit Columns.



  3. Locate and check the box next to Contact (or however it is labeled in your system) to enable it.
  4. Use the to drag the column to adjust the sort order of the columns.



  5. Once you are satisfied with the order, select OK to close the Edit Columns modal.