Pre Live Configuration
- Mark Holland (Unlicensed)
Owned by Mark Holland (Unlicensed)
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 |