This page needs sorted, just copied over from Zendesk
If business profile is assigned as an Agency, you will be prompted with setting up your invoice details that will be used when the ADMINISTRATOR will invoice this AGENCY. Note this may not be applicable as some agencies administer their own solution??????? TBC These can either be directly invoiced from Expedo, or integrated with your accounting system where preferred.
IF you intend to use Expedo for the presentation of the invoice to the hosts. You will need to input the below fields. If not, skip this step.
Group invoices by
Invoice Frequency
Etc??????
IF you intend to use a 3rd party system for invoice generation/send (Such as Xero/QBO/MYOB), fill in ONLY these fields need values, you can leave all other items blank or as is:
Last invoice no (Use 1 if not sure, or don't have a previous invoice sequence)
Bank Details (Place a . where needed)
Setup Account Integration (For Agency accounting system)
ACCOUNT INTEGRATION
Export to
Xero
Quickbooks
MYOB
As
Draft
Approved
Default payment terms (Enter Days Value)
As
# days after invoice
# days after month
Note further invoice integration details can be setup under Engagements & Assignments
Setup/Edit Administrator Invoice Settings
Administrator profile is assigned when a company requires access and capability to manage the timesheet to bill (& payroll where needed) functions on behalf of an agency. In some cases an agency will be both the Administrator & Agency profile. In some cases, a third party 'outsourced service' organisation may act as the administrator.
If your Administrator does not have the requirement to invoice the agency for their services (or at least not through Expedo), you can assign this access but not need to fill in the details as presented below (Aside from the compulsory ones indicated (which can all be left blank or include a placeholder number or similar).
If you have a requirement where an administrator charges an Agency for their services, you can setup business profile as an Administrator by filling in the below fields.
Name
Email, Email cc
Etc?????
Setup/Edit Host (& Invoice) Settings
If business profile is assigned as a host, you will be prompted with setting up your invoice details that will be used when the Agency will invoice this host. These can either be directly invoiced from Expedo, or integrated with your accounting system where preferred.
IF you intend to use Expedo for the presentation of the invoice to the hosts. You will need to input the below fields. If not, skip this step.
Group invoices by
Invoice Frequency
Etc??????
IF you intend to use a 3rd party system for invoice generation/send (Such as Xero/QBO/MYOB), fill in ONLY these fields need values, you can leave all other items blank or as is:
Group Invoices by
Host
Engagement
Assignment
Invoice Frequency
Setup Account Integration (For Agency accounting system)
ACCOUNT INTEGRATION
Export to
Xero
Quickbooks
MYOB