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:
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???