The Financials tab contains the various financial information: reporting tags, Purchase Order numbers and commission rates.
The sections on this screen are described below:
Financials
Each placement can be categorised. The values that appear in these drop-downs is configured using Tag Categories. This allows you to report on placements in different business areas and flows through to the margin reporting.
For example, you could have a location for North and South. You could then produce a margin report for the North region, one for the South region and an overall report for the whole country.
Commissions
You can set up split commission for a placement between up to five consultants. You can choose whether to force the total of the splits to be equal to 100%. The value set here are used in the Margin Report.
Please click on the links below to go to the other placement tabs: