Pay & Bill Settings Screen

The Pay & Bill Settings Screen contains a number of corporation/agency level settings related to Sales Tax Rate Manager, Canvas Reporting, Rate Card calculations, and Systematic Accounting Period.

• Taxable States: Used when the Sales Tax Rate Manager (STRM) is configured to indicate which states to automatically maintain the tax rates/groups for and determine which sales tax gets applied to a location based on the city and zip code. See Sales Tax Rate Manager for additional information.
• Unbilled Revenue Canvas Report: Report that the Unbilled Revenue batch process will use if exporting to Canvas.
• Overtime Bill Multiplier: The default OT multiplier used when creating Rate Cards against bill rates.
• Doubletime Bill Multiplier: The default DT multiplier used when creating Rate Cards against bill rates.
• Overtime Pay Multiplier: The default OT multiplier used when creating Rate Cards against pay rates.
• Doubletime Pay Multiplier: The default DT multiplier used when creating Rate Cards against pay rates.
• Default Placement Rate Card Status: The initial status assigned to new Rate Cards, indicating that they are pending review and approval. The default is set to "Incomplete."
• Use Job Rate Card Effective Date: When checked Yes, the start date of the Job is used as the effective date of the Job Rate Card.
• Edit Pay Rate Calculates Bill Rate: Calculates the Bill Rate using Markup (instead of calculating Markup using Bill Rate). The default is "False."
• Edit Bill Rate Calculates Pay Rate: Calculates Pay Rate using Markup (instead of calculating Markup using Pay Rate). The default is "False."
• Edit Markup Calculates Pay Rate: Calculates Pay Rate using Bill Rate (instead of calculating Bill Rate using Pay Rate). The default is "False."
• Send From Email: Single email address that invoices can be emailed from.
• Accounting Period Day: Systematic Accounting Period Setting used to pick the single day of the week that will be automatically stamped on every transaction and charge coming into the system, despite the week end date.
• Time Zone Lookup: Used to specify your time zone for the Systematic Accounting Period. The Roll Forward Day and Time will be based on this timezone when assigning an Accounting Period Date to transactions.
• Roll Forward Day: Day set to determine if the transactions should be assigned an Accounting Period Date of the week worked or if it should roll forward to the following week's Accounting Period Date. This is a Systematic Accounting Period setting.
• Roll Forward Time: Time set to determine if the transactions should be assigned an Accounting Period Date of the week worked or if it should roll forward to the following week's Accounting Period Date. This is a Systematic Accounting Period setting.

For additional information on Rate Cards see Placement Rate Cards and Job Rate Cards. For more information on Accounting Period Day, Time Zone Lookup, Roll Forward Day, and Roll Forward Time, see our Systematic Accounting Period documentation.