Supplier invoice Settings
Supplier invoice settings
Navigate to Costings menu > Supplier Invoices > Settings icon ( on the tool bar)
| Field Name | Description |
|---|---|
| When mark up is 11.11%, read it as one ninth for accuracy | If you are trying to achieve a mark-up that is the equivalent of 10% commission on the effective price chargeable to the client, marking this box ensures that there are no rounding errors (add cents one way or another). |
| Include commission in cost figures when calculating mark-up | Instructs JobBag to calculate the mark-up BEFORE subtracting the commission amount from the invoice amount. |
| Allow decimals for quantity in RFQ, PO and Supplier Invoices | Select if you wish to use decimals for quantities e. 1.5 units |
| Raise credit card/expense claims as submitted by default | This automatically raises credit cards/ expense claims as "submitted" |
| Default approval manager to: | Select either one of the following options:
|
| Expense claim number generated by JobBag | Select if you wish to have JobBag generate the expense claim number |
| Invoices need to be approved | Select if supplier invoices need to be approved |
| Web expense claims need to be approved and posted in two steps | Select if web expense claims need to be approved before the finance manager posts the transaction to the general ledger |
| Alert if web expense claim is not approved within ... days of claim submitted | Enter a number; claims not approved within the defined number of days will appear as 'late' on the JBX dashboard |
| Do not apply markup on on cost | Select option if you do not wish to charge a mark up on talent's oncosts eg superannuation, workers comp, payroll tax |
| Default stationery template - supplier invoice | Either leave as 'system default' or select from list of supplier invoice templates |
| Default stationery template - expense claim | Either leave as 'system default' or select from list of expense claim templates |
| Default stationery template - credit card statement | Either leave as 'system default' or select from list of credit card statement templates |
| Default stationery template - Freelancer invoice | Either leave as 'system default' or select from list of freelancer invoice templates |
| Default stationery template - Talent invoice | Either leave as 'select default' or select from list of talent invoice templates |
| Default stationery template - Media invoice | Either leave as 'select default' or select from list of media invoice templates |
Organise training or need more help
Please contact support 02 8115 8090 or email support@jobbag.com