Package: TimeCards

Back Office Account Fields

The following table lists the required Back Office-related Account fields that should be displayed on the Account record.

Note: The values populated in the fields will be the default values for Placements that are created for the Account.

Field	Field API	Description	Choices
Billing Contacts
Accounts Payable	ts2.Accounts_Payable	The "Bill To" client contact who will receive invoices. Name and address will appear on invoices.	Contact Lookup
Accounts Receivable	jstcl.Accounts_Receivable	The "Remit To" user for the Organization. Name and Address will appear on the invoice.	User Lookup
Invoicing
Invoice Processing Period	jstcl.Invoice_Processing_Period	Frequency for auto-invoice processing.	Weekly, Bi-weekly, Semi-monthly, Monthly
Invoice Batch Option	jstcl.Invoice_Batch	The grouping rule that is used for consolidating invoices for the placement.	Account, Placement, Purchase Order, AP Contact
Invoice Terms	jstcl.Invoice_Terms	Client invoice terms.	Net 0, Net 10, Net 30, Net 60, Net 90, Other
Invoicing Type	jstcl.Invoicing_Type	Manual: Invoices require manual consolidation. Distribution to client is by manual send. Semi-automatic: Invoices auto consolidated. Distribution to client is manual. Automatic: Invoices auto consolidated. Distribution to client is auto send.	Manual, Semi-automatic, Automatic
Invoice Overtime	jstcl.Invoice_Overtime	Determines how overtime will be billed. Mark Up: OT billed at % markup. Pass Through: OT billed at OT rate. Do Not Invoice: OT billed at regular bill rate.	Mark Up Overtime, Pass Through Overtime, Do Not Invoice Overtime
Timesheet Setup
Holiday Calendar	jstcl.Holiday_Calendar	Holiday plan assigned to the worker.	Lookup
Overtime Plan	jstcl.Overtime_Plans	Overtime plan assigned to the worker.	Lookup
Timesheet Format	jstcl.Timesheet_Format	Hours Only: Worker will enter total hours worked each day. Start and End Time: Worker will enter daily start and end time.	Hours Only, Start and End Time
Invoice Template	Enter Invoice Template Name	The default template that will be sent to the Accounts Payable contact if automated invoice process is used.
Notifications
Email Template Name*	jstcl.Email_Template_Name	Email template used for invoice notifications to the client.	Text Field

*This is a required field if automatic or semi-automatic invoice consolidation is used. If no template is defined, the automatic notification is not sent.

Sample Back Office Account Fields

The following figure shows sample Back Office Account fields.