The diagram below shows the day-to-day process. This assumes that your your placement has been createdcontract, client and placement have been created and you are now in an on-going process of capturing time, making payments and raising invoices.
The following steps are involved in the process;
- Timesheets and Expenses are created.
- The items are approved by the designated person(s) according to the approval process set on the placement.
- Invoices are then generated and sent to the client. The invoices are then exported to the accounts system.
The remainder of the process depends on the type of contractor:
- PAYE Contractors. In order to pay PAYE contractors, use the export function. InPay linked systems will now automatically send the items to the InPay server. Non InPay linked systems will produce a CSV download file which can be sent to your payroll service company.
- Self-Bill Contractors. In a similar way to invoicing raising invoices for clients, the invoices would be generated and sent /wiki/spaces/ds/pages/51875309 to the contractors or umbrella companies. If you have purchase purchased our payments module you may also generate a payment file. If you do not use our payments module then you could should mark the invoices as paid after you have paid the invoice . XXXX Need a page for marking an invoice as paidas described Self-Bill Invoicing.
- Non-Self-Bill Contractors. For contractors who are not self-billed, an advice note is raised and sent to the contractor. When the contractor sends in the invoice, this can be matched to the advice note and accepted. This invoice then becomes available for payment in the same was as a self bill invoice does. XXXX Need to update links in this secion.
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- For more information see Supplier Invoicing.