Pre Live Configuration
Typically discussed via a conference call ahead of training delivery, configuration implemented during the call to best align to the clients specific requirements
Standard High level Agenda and items covered:-
Rates (Types & Structure) | Hourly / Fixed |
Approval Routes | Auto / Agency Consultant / Client Approval |
Timesheet & Expense Inputs | Paper Entry / OnLine / Bulk / uploading |
Purchase Orders | Yes / No |
Payment Terms | Charge & Payment terms used? |
Financial Set-up (Department/division) | Discuss |
Sales & Purchase Invoicing Config | Discuss |
3rd Party Exporters/Importers (Banking/Timesheets) | Discuss Details |
Reporting | Requirements |
Detailed items that may also be discussed and agreed:-
Approval Routes |
Expense Types |
Expense Templates |
Pay Elements |
Custom Text |
Ref Code Generators |
Tag Categories |
Payment Terms |
Tax Rates |
Notifications |
Public holidays |
Manage Write offs |
Exchange Rates |
Retrieve Lost Passwords |
Syncronise Payslips |
AWR Config |
Configure BACS |
System Config |
Manage Dashboards |
InPay Export Config |
Role Templates Profiles |