Timesheet Settings

Expedo Timesheets has the ability to act and interact under different personas and subsequently allowing it to perform different tasks and activities. For clarity please note the key profiles that companies can be setup as:

• Host – The entity to whom the worker is delivering work product (Typically the site/business where the worker is physically located or providing services to)

• Agency – The entity who’s invoice is issued to the “Host”. (Typically the staffing/recruitment business)

• Employer (of Record)– a business who is the Employer of a worker (Typically the staffing/recruitment business, but can sometimes be another employing entity)

• Administrator - a business who is administering the Expedo Timesheets product (Typically this could be the same as the employer/agency. But can also be a third party providing outsourced services which can have the option of layering in their service/charge structures/invoices to the Agency.

Note that a business can be a combination of the above profiles and can interact accordingly where permitted.

When setting up, or editing your company settings, you will need to toggle ON the relevant profile as per below:

Open

Details allowed when toggled on:

•  Host 

  • Invoice structure/details

  • Invoice grouping (for invoices from Agency)

  • Invoice contact 'To' and 'CC' options (where the invoice from the agency is being sent to the host)

  • Default tax percentage to be applied to invoices

  • Default payment terms 

•  Agency

  • Invoice structure/details

  • Invoice grouping (for invoices from Admin)

  • Invoice contact 'To' and 'CC' options (where the invoice from the admin is being sent to the agency)

  • Default tax percentage to be applied to invoices

  • Default payment terms 

  • Invoice templates (PDF display of invoices produced) - Here you are able to upload a hard coded template or you can choose to use our global template and incorporate your details in the sections outlined below which then populates the merge fields held within the template:     - Email > Phone > Bank details

  • Invoice Prefix option

  • Invoice Postfix option

  • Last invoice number used - this will determine what invoice number will be begin the invoice sequence created for the Host invoices

  • Default payment terms

•  Administrator

  • Invoice contact 'To' and 'CC' options (where the invoice from the admin is being sent to the agency)

  • Default tax percentage to be applied to invoices

  • Default payment terms 

  • Invoice templates (PDF display of invoices produced) - Here you are able to upload a hard coded template or you can choose to use our global template and incorporate your details in the sections outlined below which then populates the merge fields held within the template:     - Email > Phone > Bank details

  • Invoice Prefix option

  • Invoice Postfix option

  • Last invoice number used - this will determine what invoice number will be begin the invoice sequence created for the Agency invoices

  • Default payment terms

•  Employer of Record

  • Once the EOR setting is selected there is are items to complete as this is just setting up the basis for our engagements and aligning the employee to the correct company selected with this option.

•  Automatically export timesheets

  • TBC???