Supplier invoice Settings

Access to Supplier Invoice Settings

Privilege to Modify Supplier Invoice Settings

Selecting "Modify supplier invoice settings" allows the user to define supplier invoice processing rules.

Refer to Set Supplier Invoice Processing Rules

Select option "Modify Supplier Invoice Settings" if you require the ability to change the settings.

Supplier invoice settings - refer below for an explanation

Navigate to: Costing => Settings

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). For example: If you want the invoice to your client to be       $1000.00 And your costs were                                             $900.00 The result of marking up by 10% is                     $990.00 Whereas marking up by 11.11 is                         $999.99 And reading it as 1/9th is                                   $1000.00
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: anyone can approve or  supervisor of the user who created the invoice  or specified user
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 oncost	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