You can create a Provider (also known as an umbrella company) and maintain existing Provider details from within InTime.
Please note that if you have a front-office integration which includes Providers, you should not maintain these directly in InTime as any changes you make will be overwritten by your front-office system. The only exception to this is for attributes which are not included in the integration. These attributes can be safely changed in InTime.
You can also create a user for that provider. Provider Users have limited functionality giving them access to their invoices, contract documents and placements.
How do I create or edit a Provider?
- From the menu bar, click Profiles > Providers. The list of providers is displayed.
- Click the Edit button to edit a company or click the Create button in the top right of the screen to add a new company.
Tip: For each area of this screen, click the blue question marks against each field if you need clarification of what that field requires. Most are self-explanatory.
Notes regarding specific fields and buttons on the various tabs are detailed below:
The Main Tab
The Main tab contains the company details, reference numbers and the address details for the Provider.
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2. If you wish to place a hold on paying the invoices for this provider, select the Processing On Hold checkbox.
The Invoicing & Payments Tab
On the Invoicing & Payments tab, enter the details that will appear on invoices to that company.
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4. In the Additional Text To Include on Invoice field, enter any payment or charge terms that are specific to this company (in other words, terms that are not covered in the generic Terms Template).
The Advanced Tab
Please refer to the online documentation for Tags for more information.
The On-cost Tab
Please refer to the online documentation for On-Costs for more information.
The History Tab
The History tab will display changes made to this Provider.
Frequently Asked Questions
How do I add a user for an umbrella company?
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- To create a Provider User you must have the Ltd. Company User create role.
- To edit a Provider User you must have the Ltd. Company User write role.