Document format groups allow grouping of the document formats that act as the template for different documents that are generated and delivered when paying payees or invoicing clients.
...
Pay document format groups that are configured in Document Format Group Maintenance can be assigned to pay company defaultsand to individual Payee records. Billing format groups that exist in Format Group Maintenance can be assigned to invoice details on Debtor records.
Before you attempt to create a document format group, ensure that the individual document formats that will belong to the document format group have been created in Document Format Maintenance and have been flagged as available. The table below lists the document format types that must or can be included in a pay document format group.
Document Format Type | Is Mandatory? | Applies to which Country? |
Payslip format | Yes | All countries |
Employer Superannuation Supplement format | No | Australia only |
Deductible Service Fee Invoice format | No | All countries |
EOFY Statement format | Yes | Australia only |
Proforma Remittance | No | All countries |
The table below lists the document format types that must be included in a bill document format group.
Document Format Type | Is Mandatory? | Applies to which Country? |
Timesheet Based Invoice Format | Yes | All countries |
Timesheet Based Credit Note Format | Yes | All countries |
Non Timesheet Based Invoice – Perm/Service Format | Yes | All countries |
Non Timesheet Based Credit Note – Perm/Service Format | Yes | All countries |
Non Timesheet Based Invoice – Vendor/Supplier Format | Yes | All countries |
Non Timesheet Based Credit Note – Vendor/Supplier Format | Yes | All countries |
Invoiced Timesheet Format | Yes | All countries |
For more information about any of abovementioned document format types, see Document Format Maintenance.
| Child pages (Children Display) |
|---|