Difference between revisions of "Entity Editor"

From PinvoiceR
Jump to navigation Jump to search
(Created page with "=About= In PinvoiceR it is possible to have multiple Entities (ie companies/entities) in the one PinvoiceR system. The Entity Editor is used to set up the configuration value...")
 
Line 8: Line 8:
  
  
 +
 +
{| class="wikitable"
 +
! colspan="2" style="font-weight: bold;" | Example Entity Config/Setup - New Zealand
 +
|-
 +
| style="font-weight: bold;" | Item
 +
| style="font-weight: bold;" | Explanation
 +
|-
 +
| Entity Name:
 +
| eg Demo Recruitment Ltd
 +
|-
 +
| Header:
 +
| Invoice header information
 +
|-
 +
| Footer:
 +
| Invoice footer information
 +
|-
 +
| Header Image:
 +
| Provide copy of logo - needs to be 600dpi and max 300 wide by 100 high
 +
|-
 +
| Payslip Footer:
 +
| The text you want displayed on the payslip footer
 +
|-
 +
| Employer Ird Number:
 +
| Your company IRD #
 +
|-
 +
| Payroll Contact Person:
 +
| Contact name for payroll
 +
|-
 +
| Payroll Contact Number:
 +
| Contact number for payroll
 +
|-
 +
| Payroll Email:
 +
| Contact email for payroll
 +
|-
 +
| Bank File Account Number:
 +
| Company/Entity Bank details for bank file
 +
|-
 +
| Bank File Subscriber Name:
 +
| Bank File Subscriber Name:
 +
|-
 +
| From Name:
 +
| Name used for emails sent for invoices - eg Accounts
 +
|-
 +
| From Email:
 +
| Email address used for invoices
 +
|-
 +
| From Subject:
 +
| Email subject line used for invoices
 +
|-
 +
| From Text:
 +
| Email message used for invoices
 +
|-
 +
| Rate Annual Leave:
 +
| Accrual rate used for annual leave - eg 8% = 0.08
 +
|-
 +
| Rate Acc:
 +
| ACC rate used for calculating ACC costs - eg 1.36% = 0.0136
 +
|-
 +
| Payslip Header:
 +
| Text on the top of the payslip - ie company details
 +
|-
 +
| Payslip From Name:
 +
| Name used for emails sent for payslips - eg Payroll
 +
|-
 +
| Payslip From Email:
 +
| Email address used for payslips
 +
|-
 +
| Payslip Subject:
 +
| Email subject line used for payslips
 +
|-
 +
| Payslip Text:
 +
| Email message used for payslips
 +
|-
 +
| Invoice Format:
 +
| Invoice Format:
 +
|}
  
 
=Related Pages=
 
=Related Pages=

Revision as of 06:54, 24 March 2018

About

In PinvoiceR it is possible to have multiple Entities (ie companies/entities) in the one PinvoiceR system. The Entity Editor is used to set up the configuration values for each entity/company in your PinvoiceR system.

How to use

From the main menu, click on the System and then Set Up links. Then select the Entity Editor link.


Example Entity Config/Setup - New Zealand
Item Explanation
Entity Name: eg Demo Recruitment Ltd
Header: Invoice header information
Footer: Invoice footer information
Header Image: Provide copy of logo - needs to be 600dpi and max 300 wide by 100 high
Payslip Footer: The text you want displayed on the payslip footer
Employer Ird Number: Your company IRD #
Payroll Contact Person: Contact name for payroll
Payroll Contact Number: Contact number for payroll
Payroll Email: Contact email for payroll
Bank File Account Number: Company/Entity Bank details for bank file
Bank File Subscriber Name: Bank File Subscriber Name:
From Name: Name used for emails sent for invoices - eg Accounts
From Email: Email address used for invoices
From Subject: Email subject line used for invoices
From Text: Email message used for invoices
Rate Annual Leave: Accrual rate used for annual leave - eg 8% = 0.08
Rate Acc: ACC rate used for calculating ACC costs - eg 1.36% = 0.0136
Payslip Header: Text on the top of the payslip - ie company details
Payslip From Name: Name used for emails sent for payslips - eg Payroll
Payslip From Email: Email address used for payslips
Payslip Subject: Email subject line used for payslips
Payslip Text: Email message used for payslips
Invoice Format: Invoice Format:

Related Pages

Retrieved from "https://help.pinvoicer.com/index.php?title=Entity_Editor&oldid=688"