Difference between revisions of "Entity Editor"

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

Latest revision as of 23:24, 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=728"