Expedo Timesheets has the ability to act and interact under different personas and subsequently allowing it to perform different tasks and activities. For clarity please note the key profiles that companies can be set up as:
- Host – The entity to whom the worker is delivering work product (Typically the site/business where the worker is physically located or providing services to)
- Agency – The entity whose invoice is issued to the “Host” (Typically the staffing/recruitment business)
- Employer (of Record) – a business that is the Employer of a worker (Typically the staffing/recruitment business, but can sometimes be another employing entity)
- Administrator - a business that is administering the Expedo Timesheets product (Typically this could be the same as the employer/agency. But can also be a third party providing outsourced services which can have the option of layering in their service/charge structures/invoices to the Agency.
Note that a business can be a combination of the above profiles and can interact accordingly where permitted.
When setting up, or editing your company settings, you will need to toggle on the relevant profile as shown here:
Details allowed when toggled on:
Host
- Invoice structure/details
- Invoice grouping (for invoices from Agency)
- Invoice contact 'To' and 'CC' options (where the invoice from the agency is being sent to the host)
- Default tax percentage to be applied to invoices
- Default payment terms
Agency
- Invoice structure/details
- Invoice grouping (for invoices from Admin)
- Invoice contact 'To' and 'CC' options (where the invoice from the admin is being sent to the agency)
- Default tax percentage to be applied to invoices
- Default payment terms
- Invoice templates (PDF display of invoices produced) - Here you are able to upload a hardcoded template or you can choose to use our global template and incorporate your details in the sections outlined below which then populates the merge fields held within the template: - Email > Phone > Bank details
- Invoice Prefix option
- Invoice Postfix option
- Last invoice number used - this will determine what invoice number will begin the invoice sequence created for the Host invoices
- Default payment terms
Administrator
- Invoice contact 'To' and 'CC' options (where the invoice from the admin is being sent to the agency)
- Default tax percentage to be applied to invoices
- Default payment terms
- Invoice templates (PDF display of invoices produced) - Here you are able to upload a hardcoded template or you can choose to use our global template and incorporate your details in the sections outlined below which then populates the merge fields held within the template: - Email > Phone > Bank details
- Invoice Prefix option
- Invoice Postfix option
- Last invoice number used - this will determine what invoice number will begin the invoice sequence created for the Agency invoices
- Default payment terms
Employer of Record
Once the EOR setting is selected there is are items to complete as this is just setting up the basis for our engagements and aligning the employee to the correct company selected with this option.