The Financials Tab
- Mark Holland (Unlicensed)
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.
Purchase Order Numbers
Purchase Orders can be applied at placement level. You can enter PO numbers on the Financial tab of a placement which will be applied to the timesheets or expenses created for that placement. The Purchase Order field on the left relates to the PO that will be used on Timesheets, and the Purchase Order field on the right relates to the PO that will be used on Expenses. These will be shown on invoices relating to this placement. You can have multiple placements against the same Purchase Order number.
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 values set here are used in the Margin Report.
Please click on the links below to go to the other placement tabs: