Document Format Groups

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.

For example, a document format group can be configured to group document formats for different pay related documents, such as a payslip format, an employer superannuation supplement format and an EOFY statement format. The document format group can then be assigned to a payee, directly via the Payee record or by being inherited from the pay company defaults. When a payslip is generated the system refers to the assigned document format group to determine the document formats that are to be used to generate the payslip and any supplementary documents that are to be generated and issued along with the payslip respectively.

Similarly, a document format group can be configured to group document formats for different billing related documents, such as an invoice/credit note format for each type of invoice and credit note that can be generated, and a document format for invoiced timesheets, which can be attached to each respective invoice. When an invoice or credit note is generated, the system refers to the bill document format group that is assigned to the applicable set of debtor invoice details to determine the document formats that are to be used to create the invoice or credit note and the supplementary invoiced timesheets that are to be delivered along with the invoice or credit note respectively.

Pay document format groups that are configured in Document Format Group Maintenance can be assigned to pay company defaults and 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.

The table below lists the document format types that must be included in a bill document format group.

For more information about any of abovementioned document format types, see Document Format Maintenance.