Critical Pay & Bill Data on the Company Record
The Company Record in
houses valuable Pay & Bill data. It's important to set up this data correctly to ensure data hygiene downstream. The following Pay & Bill related tabs are available on the Company record.Tab visibility depends on corporation configurations and usertype entitlement settings. You may not have all of the following tabs.
Tab Name | Definition & Purpose |
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Places associated with a Client where company related business is transacted (work sites, bill to addresses, and send to addresses). Locations are linked to Company records, Billing Profiles, and Placement records, impacting Pay & Bill and must use Locations if you are enabled. data all the way down to the Placement level. You |
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Allow you to provide customers a price reduction or rebate to their invoice or account. This is an optional configuration. |
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An essential component of the Billing Profile. Invoice Terms specify invoicing instructions, such as when and what the agency bills; client billing preferences, such as how billable charges are displayed on the invoice; and how invoices should be split, grouped, or summarized. |
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A collection of billing details. This includes billing contact, bill to client, address, etc. |
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A contract between a client and their customer that sets parameters around what services are being requested and how much of each service they can allocate in the form of budget, hours, expiration dates, etc. Allows the sorting of Purchase Order records and invoicing with Purchase Order values within . This is an optional configuration. |
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Used to track custom data points against time worked and use those data points to manage invoice presentation. Can be configured per Company to ensure you are able to meet the specific needs of each client. CRFs are then assigned to Jobs and Placements to ensure that each Job and Placement/Candidate has the specific set of options to select from during time entry without needing to filter through options that are not applicable to them or the work they are performing. |
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An easy way of ensuring contractual agreements are met for Jobs and Placements. By using Client Rate Agreements (CRAs), you will ensure that the correct earn codes and rate details flow down to the relevant Jobs and Placements for specific clients. |