Manage billing settings

Managers Partners  Billers

The Settings page holds all Global and organisation system settings related to billing.

Global billing settings

The Global billing settings affect all bills raised in the system.

The available settings are:

Organisation settings

The organisation settings affect all bills raised against clients linked to the selected organisation.

Each organisation can be configured as required by selecting the organisation from the drop-down at the top and adjusting the following settings:

FIELD	DESCRIPTION
VAT No.	The VAT number for the organisation. This can be picked up for use on Invoice and RFP layouts.
Last VAT Invoice No.	The next number to be used on an Invoice.
Organisation uses WIP?	This check box indicates whether WIP Invoices are required. The default is generally yes (ticked). If the organisation does not use WIP then the value of the bill will be automatically written up or off to maintain a zero balance.
WIP Bills Required?	If the organisation uses WIP the option to require WIP bills becomes available. If this option is selected then the Work with WIP checkbox on the New Draft Bill page is always ticked and disabled.
Default bills to C/F?	Sets the default behaviour for any WIP not being billed within the draft bill wizard.
Allow RFP's?	This indicates whether the system will use RFP's (Request For Payment) as well as invoices.
Last RFP Invoice No.	The next number to be used on an RFP.
Default Bill Type	This indicates the preferred choice between RFP’s and Invoices.
Final Approval Required?	If Final Approval Required is selected, ALL bills will need to be approved through the Final Approval portfolio before they can be confirmed.
Allow Overrides when Confirming?	This controls whether the user drafting the bill or credit note can override the attachments on a bill or the Restore WIP option on a credit note when confirming the bill or credit note.
Allow WIP Allocation Recalculation?	This setting controls whether the system will allow the deleting and recalculating of WIP allocations after the allocations for a job have been completed.
Require Single Job Bills?	Selecting this checkbox will allow only single job bills.
Allow Manual Final bills?	This setting will turn on or off the Final Bill functionality.
Allow Manual Bill No.?	This setting will hide/ display the Manual Bill No. field on the Header of the Bill Wizard.
Allow Purchase Order No.?	This setting will hide/ display the Purchase Order No. field on the Header of the Bill Wizard.
Allow Nil Bills?	This allows bills with a zero value to be drafted and confirmed.
Allow Expense Posting?	Selecting this will allow Expenses and Disbursements to be displayed and posted through the Add Unposted WIP option in the Bill Wizard.
Allow Tax Overrides?	Allows the Calculated Tax amount to be changed when editing a bill.
New Jobs use job billing?	When checked any jobs that are created manually will have billing settings of Based on Job and Automatic Pro Rata when Closed. When unchecked any jobs that are created manually will have billing settings of Manual and Manual per Bill. Jobs created from a template will use the template settings.
Automatically Re-date bills before confirmation	This setting will update all draft bills to the confirmation date. If Restrict to Current Period is selected, the date will not be changed.
Only Merge bills for grouped clients?	When checked, this setting will only allow Merged bills for clients within the same group.
Allow Standard Disbursement Charges?	Allows a Standard disbursement charge to be added to bills.
Service for Disbursement Charge?	This indicates the Service that is to be used for the Standard Disbursement Charge.
Disbursement Charge Narrative?	The narrative to be used on the bill in regards to the Standard Disbursement Charge.
Disbursement Charge Percentage?	% of bill for the Standard Disbursement Charge.
Disbursement Charge Minimum Amount?	Minimum value for the Standard Disbursement Charge. This will convert based on the currency of the client being billed. Therefore if the currency of the client has an exchange rate that is double the base rate the minimum amount would be doubled. The calculated amount on the bill can be overridden if necessary.
Disbursement Charge Maximum Amount?	Maximum value for the Standard Disbursement Charge. This will convert based on the currency of the client being billed. Therefore if the currency of the client has an exchange rate that is double the base rate the maximum amount would be doubled. The calculated amount on the bill can be overridden if necessary.