Page Comparison

Company Name

The name of the company supplying the payees.

This must be provided and must be a unique name.

This name will be shown in the selection list to select a supplier against a payee when the payee type of 3rd Tier Agency or Umbrella is selected.

Trading Name

The trading name of the company supplying the payees.

This must be provided.

Type

This is the type of supplier. There are 2 options:

• Umbrella

• 3rd Tier Agency

A selection must be made.

Upon upgrade, any existing umbrella companies will have the type of Umbrella automatically applied.

Active

To indicate if the supplier is active. If checked off, you will not be able to select the supplier against a payee.

Import Code

To define a code used in another system that the supplier is known by.

Export Code

To define a code used in an export that the supplier is known by.

Tax Details

Company <<Company Registration NumberNumber>>

The label will refer to the Company Registration Label setting in the country hierarchy.

This is optional for the UK.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Business Type

The type of business. This is only visible for the country United Kingdom and is defaulted to Limited Company.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

VAT <<VAT>> Registered

Defines if the supplier is VAT registered.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

VAT <<VAT>> Number

If VAT Registered is checked on, this field must be entered.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Payslip Details

Payslip Delivery

To define how the remittance should be delivered to the supplier. There are 2 options:

• Email

• Print

A selection must be made.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Payslip Format Group

To define what payslip format group the supplier is to receive.

This will display all active payslip format groups available for the document format type of Payslip.

A selection must be made.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Contractor Payment Terms

If you want to delay when the timesheets are picked up in a pay batch, you can define the payment terms for the supplier.

If entered, this data is propagated onto the supplied payee record when the supplier is attached where the payee’s contractor payment term is not overridden.

Proforma Details

Proforma Remittance

A checkbox to indicate if a pro-forma remittance should be sent to the supplier from the Interpreter review. If checked the following fields in this section are displayed.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Proforma Remittance Starting ID

This defines the starting ID for the supplier’s proforma documents.

This starting ID will be propagated onto each payee record linked to that supplier.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Proforma Remittance Delivery Method

The Proforma Remittances can only be delivered by Email.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Proforma Remittance Email Template

The Proforma Email Template to attach the proforma document to when delivered to the supplier.

A selection must be made.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Latest Proforma Remittance ID

This will display the last proforma remittance for all of the linked payees to that supplier.

Payment Details

Payment Method

This will list the available payment methods for the country. The pay method of SEPA or International is only visible if Multi Currency feature has been enabled on your environment.

This data is propagated onto the supplied payee record when the supplier is attached.

A selection must be made. Depending on the selection will define if the following fields are visible.

Sort Code / BIC

The branch identifier.

It is visible and must be entered if the payment method is BACS or SEPA.

If SEPA is the pay method, the label will display as BIC.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Account Name

The supplier’s account name.

It is visible and must be entered if the payment method is BACS, SEPA or International.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Account Number / IBAN

The supplier’s account number.

It is visible and must be entered if the payment method is BACS, SEPA or International. The label will change to IBAN where the pay method is SEPA or International.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Account Reference

A field to enter a reference, if the supplier has provided the account reference that should appear on the BACS file.

If entered, this data is propagated onto the supplied payee record when the supplier is attached.

Contact

First Name

The first name of the contact at the supplier that should receive the payslip remittance.

This must be provided.

Surname

The surname of the contact at the supplier that should receive the payslip remittance.

This must be provided.

Email

The supplier contact’s email address.

This must be unique and not exist on any other user record.

This must be provided.

When the record is saved, a welcome email is sent to the email address with login details to enable the person to download the payslip remittances.

Phone

The supplier contact’s phone number.

Mailing address

Enter the supplier’s address.

This must be provided.