The "Settings" tab allows you to customize information about the client and also to accelerate the data entry when creating requests.

 

The following sub-tabs will be seen in detail in the "Accounting" unit

 

•Basic rate

•Base rate addition

•Compensation

The sub-tab "Personalization" will be seen in detail in the unit "Super user"

 

 

       Billing sub-tab

 

The "Billing" tab is where to enter the configuration related to billing for a specific client. If this tab is configured correctly, a lot of time will be saved during the various operations, especially during the creation of requests as well as during invoicing.

 

Billing & Label Preview
 


 
 

# Image

Label

Description

Possible values

1

Applicable tax

Select applicable taxes for this client requests

List of values

2

Default client-payer

Select the default paying partner among the partners having the "Paying partner" property checked.

When creating requests, the default client-payer will be registered, it can be modified by the user if necessary (among partners with the same checked property)

List of values having the "Paying partner" property checked

3

Billed to

Select the name of which customer will appear on the billing label (See # 9 on the image)

- Client-payer

- Requesting client

- Company name of the requesting Client

4

Service provided to

Select which name of the requesting client will be written on the service label provided (See # 12 on the image)

- Client name

- Company name

5

Billing address

Select which address to use for the billing label

(See # 9 on the picture)

- Use the address of the client-payer

- Use the address of the requesting client

6

Billing attention to

Determine to which contact we will send the invoice “to the attention of” (See # 10 on the image).

 

This line will not appear on the billing label if no relationship has the "Billing Contact" property checked for the selected value

- Billing contact of the client-payer

- Billing contact of the requesting client

7

Invoicing contact

The invoice will be sent by email to the client's contacts (depending on the selected value) with one of these two properties checked.

-Invoicing contact

- Contact for invoice copy

- Client-payer invoicing contacts

- Requesting and payer -client invoicing contacts

- Requesting client invoicing contacts

8

Preview according to selected client-payer

Automatically, the preview will select the "Default client-payer" field (See # 2 on the image).

However, the user can change the value in this field.

 

It is important to understand that changing the value of the preview field has no impact other than displaying what the billing label will look like if this client-payer is selected for billing.

List of values having the "Paying partner" property checked

 

 

Bill template

 

When a user adds a ready-to-process request to an invoice, PRIM will check whether the request can be added on an invoice already having the status "in progress" for the same client, according to the boxes which are checked in the "bill template" section. (See example # 1).

 

More than one box can be checked, thus adding to the billing constraints. (See example # 2).

 

Étiquette

Description

department

Adds requests from the same department on the same invoice

Candidate

Adds requests from the same candidate on the same invoice

Request type (Distinct)

Add requests of the same type on the same invoice

Request type (Grouped)

Adds requests whose type is part of the same branch of the tree structure on the same invoice

Type de demande (Request description)

Add whose type description is identical on the same invoice

Branch

Add requests from the same branch on the same invoice

Reference no.

Adds requests with the same reference number on the same invoice

Recipient client

Adds requests with the same recipient client on the same invoice

 

 

 

Exemple 1:

If the "Department" box is checked, then PRIM will create a separate invoice for each department for this client.
 


 

Request # 1 - Béatrice Dubé worked at the “Les Éditions Banane” center in the “2nd floor” department

Request # 2 - Mario Ouellette worked at the “Les Éditions Banane” center in the “2nd floor” department

Request # 3 - Thomas Cloutier worked at the “Les Éditions Banane” center in the “underground” department

 

In this scenario, when the 3 requests are processed on invoicing, request # 1 and # 2 will be on the same invoice as they are on the same department, while request # 3 will be on a separate invoice.

 

 

 

Exemple 2:

If the "Department" and"Candidate" box are checked, then PRIM will create a separate invoice by department and by candidate for this client.
 


 

Request # 1 - Béatrice Dubé worked at the “Les Éditions Banane” center in the “2nd floor” department

Request # 2 - Béatrice Dubé worked at the “Les Éditions Banane” center in the “underground” department

Request # 3 - Thomas Cloutier worked at the “Les Éditions Banane” center in the “underground” department

 

In this scenario, when the 3 requests are processed on invoicing, request # 1, # 2 and # 3 will all be on separate invoices as none of them has the same department as the same candidate.

 

 

 

 

       Requests sub-tab

 

The "Requests" sub-tab allows you to record items that will be displayed by default when creating a request for the client.

 

1.Click on the "Settings” tab.

2.Select the "Request” sub-tab.

3.Check this box to display this client in the list of your active clients for whom you can create requests.

 

Click on a blank line or the icon (Insert) in the sections presented below to add a new item to the list.

 

 

 

       Web sub-tab

 

This sub-tab allows you to reset the client password on the Web platform.

 

The property "Authentication email address on the Web platform" must be checked for one of the email addresses listed in the client’s file. For details on properties allocation, see Allocation of properties

 

If a client is already registered in your company and does not have an account on the Web platform, it is possible to create this account by following the procedure below.

 

 

1.Open a "Client" window, you are in search mode, you will notice that the fields are green.

2.Enter the name of the client in the field "Client name", and click on the icon (Execute a search) to open the file.

3.Click on the "Settings” tab.

4.Select the "Web” sub-tab.

5.Click , the client will receive an email with a link in order to reset his password.

6.If the client does not have an account on the platform, he will create it by following this link.

 

 

       Incoming payments sub-tab

 

The "Incoming payments" sub-tab is used to configure the type of payment used by the client.

 

The information added under this sub-tab is optional, however it will automatically be displayed when a new incoming payment is created.

 

1.Click on the tab ''Settings''.

2.Select the "Incoming payments” sub-tab.

3.Click on the icon (List of values) to display the list of choices, select the type of payment.

4.Enter your client's 3-digit financial institution number (without leading zeros, if applicable) and transit number, without spaces.

5.Enter the account number of your client.

6.Click on (Save).

 

 

 

       Countdown sub-tab

 

The "Countdown" sub-tab allows you to view and configure the time limits to fill the replacements.

 

1.Click on the "Settings” tab.

2.Select the "Countdown” sub-tab.

 

In the "Replacement management" window, if the check box is checked, PRIM will add two columns in the main area to view the details of the countdown, the "Total time allocated to fill the request" and the "Time remaining".

 

 

 

       Division/Branch - Sub-tab

 

The sub-tab - Division/Branch allows you to manage the links between the client, the division and the branch.