Proforma Remittance Eligibility Criteria

Description

Prior to this release, when a payee’s interpreted timesheet was released for pay processing from the Interpreter, the system determined if a proforma remittance advice was to be generated for that timesheet by checking if the payee was flagged as subject to receiving proforma remittance advice as of the validity period on the Payee record into which the end date of the timesheet fell.

As of this release, a proforma remittance is generated when a payee’s timesheet is released for pay processing from the Interpreter if the payee is flagged as subject to receiving proforma remittance advice as of the validity period on the Payee record that applies on the date the timesheet is released from the Interpreter.

Benefits

This enhancement brings the determination of whether a proforma remittance document is to be generated in line with the sales point/tax point for a self-bill tax invoice, which is the date effectively the date when the document is generated/issued. In turn, that allows a proforma remittance document to be issued to VAT registered contractors as a valid self-bill tax invoice.

Configuration

No configuration required.