Recommended Freelancer Costs Directly Onto Jobs Process

This process enables Freelancer costs to be coded directly to client Jobs or overhead accounts. It also supports the recording, payment, and tracking of freelancer superannuation obligations.

Step 1: Add Freelancer Record to the Address Book (If Required)

Performed by: Account Manager

Before assigning a Freelancer to a Job, check whether the Freelancer already exists in JobBag.

Navigate to:JobBag > Address Book > Supplier Worklist

If the Freelancer has not already been set up, complete the setup process. See: Add Freelancer

Step 2: Assign the Freelancer to a Job

Performed by: Account Manager

Once the Freelancer has been engaged, assign them to the relevant job.

Steps:

1. Add a task to the relevant job via the Planning tab
2. Assign the task to the Freelancer
3. Email the task details to the Freelancer from JobBag
4. Use the Job Number as the Purchase Order (PO) reference

For more information, see: How to create a Task

Step 3: Create Freelancer Invoice

Performed by: Finance

Finance processes the Freelancer invoice by adding lines into the invoice.

Important:

When processing Freelancer supplier invoices, select: Option 2: Add New Line

For more information, see: Creating a Freelancer Invoice

Step 4: Pay Freelancer Invoice (Batch Payment Process)

Performed by: Finance

Once the Freelancer invoice has been approved, process payment using the Batch Payment process. Payments can be made weekly, fortnightly, or as required by your business.

For more information, see: Batch Payments

Step 5: Reconcile and Pay Superannuation

Performed by: Finance

After the Freelancer invoice has been paid, complete the Superannuation Reconciliation and Payment process to calculate, reconcile, and pay any superannuation obligations for eligible Freelancers.

For more information, see: Superannuation Reconciliations and Payments