New Document Format Types

Description

A new document format type called Supplementary Document has been added to Maintenance > Document Formats to allow creation and maintenance of new document format types.

Two new supplementary document format types are available as follows:

In addition to the new supplementary document format types that have been introduced, the following existing document format types, which were previously fixed formats, are now accessible in Maintenance > Document Formats so that the formats can be edited to suit your organisation's requirements:

EOFY Statement – this format type defines the template for an EOFY statement document, which can be issued in addition to a payment summary and itemises a payee's taxable and non-taxable allowances, reportable gross deductions and reimbursements. This format type applies to Australia only.
Invoiced Timesheets – this format type defines the template for invoiced timesheet documents, which can be delivered with invoices to provide debtors with copies of the timesheets that have been billed on an invoice.

Benefits

This enhancement enables creation and maintenance of document formats for document types other than just payslips and invoices/credit notes.

This enhancement also facilitates the introduction of other document format types in the future and compliments the introduction of document format groups functionality in this release, which allows all pay related and billing related documents to be grouped so that supplementary documents can be generated and delivered when delivering payslips or invoices and credit notes.

Configuration

Supplementary document formats can be created in Maintenance > Document Formats by select the Supplementary Document option in the Type field and then selecting the relevant supplementary document format type from the Format Type field in the Document Settings section of the Component List and Property Grid pane, as highlighted in the example below.

Format Types available will differ depending on the Country applied

Any supplementary documents that are created must be added to a document format group before they can be used to generate documents.

On upgrading, default supplementary document formats are available and are included in default document format groups, which are also created automatically upon upgrade.

The default formats that are available are listed and described below.

Area	Supplementary	Format Type	Default Format Name	Country
Payroll	Y	Deductible Service Fee Invoice	Deductible Service Fee Invoice - Default	All
Payroll	Y	Employer Superannuation Supplement	Employer Superannuation Supplement – Default	Australia
Payroll	Y	EOFY Statement	EOFY Statement – Default	Australia
Payroll	N	Payslip	N/A (existing type)	All
Billing	Y	Invoiced Timesheets	Invoiced Timesheets – Default	All
Billing	N	Timesheet Based Invoices	N/A (existing type)	All
Billing	N	Timesheet Based Credit Note	N/A (existing type)	All
Billing	N	Non Timesheet Based Invoice Perm Service	N/A (existing type)	All
Billing	N	Non Timesheet Based Credit Note Perm Service	N/A (existing type)	All
Billing	N	Non Timesheet Based Invoice Vendor Supplier	N/A (existing type)	All
Billing	N	Non Timesheet Based Credit Note Vendor Supplier	N/A (existing type)	All

For more information about the layout components of the new document format types, see Document Formats.