Description
An enhancement has been made to invoice formats that can be created in the Agency Portal > Portal Maintenance > Document Formats module to support the following new layout components:
Bill Code Totals
Placement Summary
The Bill Code Totals component shows the item quantity and amount that is invoiced against each unique bill code.
The Placement Summary component shows the number of unique candidates and the number of unique job orders that are linked to invoice items on the invoice.
These components on an invoice are highlighted below:
The Bill Code Totals and Placement Summary components are available for all invoice and credit note format types.
Benefits
This enhancement allows invoices to be configured so that debtors can see a summary of the total quantity and total bill amount for normal time elements versus overtime elements, allowance elements and reimbursement elements on invoices. This enhancement also allows debtors to see a summary of how many individual jobs and candidate placements have been billed on an invoice.
Configuration
The Bill Code Totals and Placement Summary layout components are automatically included in the layout of an invoice or credit note whenever a new invoice or credit note is created using a format that is created after upgrade to this release.
If you need to add these components to existing formats, open the relevant invoice or credit note format in Agency Portal > Portal Maintenance > Document Formats and tick the Bill Code Totals and Placement Summary components on in the Components section of the Component List and Property Grid pane, as highlighted below:
