Invoicing and Customer Required Fields

Customer Required Fields (CRF) are used to track custom data points against time worked and use those data points to manage invoice presentation. CRFs 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.

Customer Required Fields must be enabled to use Purchase Orders. See Purchase Orders for more information.

Invoice Template Variables

The following can be used to show Split By details:

• displayField: Displays the CRF Name from the Split By.
• displayValue: Displays the CRF Value option from the Split By. It also displays the value for other Split By options.
• Value: Displays the value for non-CRF Split Bys. displayValue can also be used, but Value allows you to use merge switches to control CRF vs. non-CRF values.