FastTrack360 Version 12 Online Help

Proforma Remittance Components

The table below lists and describes the system-defined components that are available for proforma remittance document formats.

The table shows the default name of each system-define component. These names can be modified to suit your requirements. For each component that is listed, the table indicates the database fields or objects that are included within each component by default to display variable information or other objects on a document. The table also identifies which additional database fields can be included within each component.

Default Component Name

Description

Field

What does it display?

Is it included by default?

Heading

Displays a heading for the proforma remittance.

None.

Literal header text as defined by the component label.

Yes

Current Date

Displays the date the proforma remittance was generated.

No

Current Date Time

Displays the date and time the proforma remittance was generated.

No

Page No.

Displays the current page number on the proforma remittance.

No

Logo

Displays a logo/image on the proforma remittance.

Allows you to browse for and select an image file that is to be displayed as a logo on the proforma remittance. Acceptable file types are PNG, .JPEG, .BMP, .GIF and a size limit of 1Mb applies.

Alternatively, select the Use Pay Company Logo field to automatically use the logo of the applicable pay company on the proforma remittance.

Pay Company Details

Groups employer details on the proforma remittance.

Pay Company Name

Displays the name of the pay company that issues the proforma remittance.

Yes

Pay Company Address Line 1

Displays Address line 1 of the mailing address of the pay company that issues the proforma remittance.

Yes

Pay Company Address Line 2

Displays Address line 2 of the mailing address of the pay company that issues the proforma remittance.

Yes

Pay Company Suburb

AU and NZ only.

Displays the mailing suburb of the pay company that issues the proforma remittance.

Yes

Pay Company City

UK only.

Displays the mailing city of the pay company that issues the proforma remittance.

Yes

Pay Company State

AU only.

Displays the mailing state of the pay company that issues the proforma remittance.

Yes

Pay Company Post Code

Displays the mailing post code of the pay company that issues the proforma remittance.

 

Pay Company Email

Displays the email address of the pay company that issues the proforma remittance.

Yes

Any of the following additional pay company fields:

  • Pay Company Contact Name

  • Pay Company Country

  • Pay Company Fax

  • Pay Company Main Phone

  • Pay Company Message

  • Pay Company Mobile

  • Pay Company Payslip Contact Email

  • Pay Company Payslip Contact Name

For descriptions of what each of the additional fields display, refer to the following depending on the country to which the proforma remittance format belongs:

No

Contractor Details

Groups information about the payee on the proforma remittance.

Payee Name

Displays the name of payee to whom the proforma remittance belongs.

Yes

Contractor Company Name

If the payee’s tax type is Contractor (NZ and UK) or Company (AU), displays the company name under which the payee works, as defined under the Contractor/Company Tax Details on the Payee record.

Yes

Trading Name

If the payee’s tax type is Contractor (NZ and UK) or Company (AU), displays the trading name of the company under which the payee works, as defined under the Contractor/Company Tax Details on the Payee record.

Yes

Company Address Line 1

If the payee’s tax type is Contractor (NZ and UK) or Company (AU), displays Address Line 1 of the payee’s company address, as defined under the Contractor/Company Tax Details on the Payee record.

Yes

Company Address Line 2

If the payee’s tax type is Contractor (NZ and UK) or Company (AU), displays Address Line 2 of the payee’s company address, as defined under the Contractor/Company Tax Details on the Payee record.

Yes

Company Suburb

AU and NZ only.

If the payee’s tax type is Contractor (NZ) or Company (AU), displays the suburb of the payee’s company address, as defined under the Contractor/Company Tax Details on the Payee record.

Yes

Company City

UK only.

If the payee’s tax type is Contractor, displays the city of the payee’s company address, as defined under the Contractor Tax Details on the Payee record.

Yes

Company State

AU only.

If the payee’s tax type is Company, displays the state of the payee’s company address, as defined under the Company Tax Details on the Payee record.

Yes

Company Postcode

If the payee’s tax type is Contractor (NZ and UK) or Company (AU), displays the post code of the payee’s company address, as defined under the Contractor/Company Tax Details on the Payee record.

Yes

Candidate Mailing Address Line 1

Displays Address line 1 of the mailing address of the candidate who is linked to the Payee record.

Yes

Candidate Mailing Address Line 2

Displays Address line 2 of the mailing address of the candidate who is linked to the Payee record.

Yes

Candidate Mailing Suburb

AU and NZ only.

Displays the suburb of the mailing address of the candidate who is linked to the Payee record.

Yes

Candidate Mailing City

UK only.

Displays the city of the mailing address of the candidate who is linked to the Payee record.

Yes

Candidate Mailing State

AU only.

Displays the state of the mailing address of the candidate who is linked to the Payee record.

Yes

Candidate Mailing Postcode

Displays the postcode of the mailing address of the candidate who is linked to the Payee record.

Yes

Company Country

If the payee’s tax type is Contractor (NZ and UK) or Company (AU), displays the country of the payee’s company address, as defined under the Contractor/Company Tax Details on the Payee record.

No

Company Main Phone

If the payee’s tax type is Contractor (NZ and UK) or Company (AU), displays the country of the payee’s company address, as defined under the Contractor/Company Tax Details on the Payee record.

No

Company GST/VAT Number

NZ and UK only.

If the payee’s tax type is Contractor, displays the GST/VAT number of the payee’s company, as defined under the Contractor Tax Details on the Payee record.

No

Payee No.

Displays the 9-digit payee ID that uniquely identifies the payee in FastTrack360.

No

Proforma Header

Groups summary information about the proforma remittance.

Proforma Id

Displays the ID number that uniquely identifies the proforma remittance document.

The ID can be used as a reference if a payee needs to make an enquiry about a specific proforma remittance document they have been issued or to cross-reference with pay items on a payslip.

Yes

Payment Date

Displays the date on which the corresponding timesheet is expected to be paid, based on the payment terms that apply to the timesheet.

This field is only applicable to contractors who are subject to being paid based on payment terms.

No

Payment Terms

Displays the payment terms that apply to the corresponding timesheet.

This field is only applicable to contractors who are subject to being paid based on payment terms.

No

Payment Items

Groups pay item information.

Payee Number

Displays the 9-digit payee ID that uniquely identifies the payee in FastTrack360.

Yes

Payee Name

Displays the name of the payee.

Yes

Project Code

Displays the project code with which the pay item or allowance is associated.

Yes

Client Name

Displays the name of the agency client.

Yes

Job Order Number

Displays the ID that uniquely identifies the job order to which the pay item corresponds.

Yes

Item

Displays the pay code against which the pay item is expected to be paid.

Yes

Pay Quantity

Displays the quantity of the item that is expected to be paid.

Yes

Pay Rate

Display the pay rate at which the item is expected to be paid.

Yes

Item Tax Amount

If the pay item is a reimbursement, displays any GST/VAT that is applicable to the item that is expected to be paid.

Yes

Item Total

Displays the expected pay total for the pay item.

Yes

Candidate Number

Displays the 9-digit candidate ID that uniquely identifies the candidate in FastTrack360.

No

Client Name

Displays the name of the client to whom the pay item corresponds.

No

Job Order Client Position

Displays the name of the Client Position name, as defined on the job order to which the pay item corresponds.

No

Job Order Position

Displays the Position name, as defined on the job order to which the pay item corresponds.

No

Timesheet Code

Displays the client-specific timesheet code, as keyed in the header of the timesheet to which the pay item corresponds.

No

Timesheet End Date

Displays the end date of the timesheet to which the pay item corresponds.

No

Timesheet Id

Displays the system-generated ID number that uniquely identifies the timesheet to which the pay item corresponds.

No

Remittance Totals

Groups figure totals on the remittance proforma.

Total Payments

Displays the pay total, excluding any GST/VAT on reimbursement items, for the proforma remittance.

Yes

Total Tax

Displays the total GST/VAT payable on all reimbursement items on the proforma remittance.

Yes

Grand Total

Displays the pay total for the proforma remittance, inclusive of any GST/VAT on reimbursement items.

Yes

 

Classification-Public