Billing Module

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(→‎Overview)
(→‎View company billing information)
 
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{{page.name: Settings: Performance - Subscribe-HR Wiki}}
 
{{page.name: Settings: Performance - Subscribe-HR Wiki}}
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{{page.head: Billing Tab}}
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{{page.head: Billing Module}}
  
 
=Overview=
 
=Overview=
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Each Subscribe-HR system has an Billing area located in Maintenance. Only System Administrators(SA) can view this and will not be able to edit this information.
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Each Subscribe-HR system has a Billing area. The purpose of which is to give confirmation of the Billing information that is held by Subscribe-HR.
  
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==Employment Categories==
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==View company billing information==
  
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The employment Categories have selectors for four main employment types. Full Time, Part Time, Casual and Other. Within each Type is listed the selectors of every Employment Type. The category selections determine the employment types that will apply in the Account Subscribe Employment Type calculations. These selectors will be populated into the Employment Type calculation on the Account Subscribe Tab in Maintenance.
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To see an overview of company billing information
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#Open the <b>Billing</b> TAB.
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#Click on the '''Pricing and Agreements''' tab.
  
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===Fields Explained===
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==View company billing history==
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The table below describes the main field on the Billing Tab. Its is noted where there is a relationship between the fields on the Billing TAB and the fields on the <b>Account Subscribe</b> Tab
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#Open the '''Billing''' TAB
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#Go into '''Billing History''' folder.
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#Here you will see a list of all billing history.
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#Open a record to view more details.
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==View service orders==
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#Open the '''Billing''' TAB.
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#Go into <b>Pricing and Agreements</b> folder.e left side menu
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# Select '''Service Orders''' subfolder from th
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#Here you will see a list of existing service orders.
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==Fields Explained==
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The table below describes the main fields on the Billing Overview.
 
<table border="1" width="700px" id="table1" cellspacing="0">
 
<table border="1" width="700px" id="table1" cellspacing="0">
 
<tr>
 
<tr>
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="232">Clone The Account For Next Billing Cycle</td>
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<td width="232">Initial Employee Numbers</td>
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<td width="458">This check box will determine if the <b>Account Subscribe</b> record will be cloned in the next billing cycle.</td>
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<td width="458">The initial number of employee's at your company at sign-up time</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td height="23" width="232">Client ID </td>
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<td height="23" width="232">Price Per Employee </td>
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<td height="23" width="458">This is the Unique Identifier for the Client System.</td>
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<td height="23" width="458">This will show the price per employee.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td height="23" width="232">Client Name </td>
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<td height="23" width="232">ABN number</td>
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<td height="23" width="458">This is the listed name of the Company.</td>
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</tr>
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<tr>
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<td height="23" width="232">ABN</td>
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<td height="23" width="458">The registered ABN of the Company.</td>
 
<td height="23" width="458">The registered ABN of the Company.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td height="23" width="232">Invoice Contact Name Fields </td>
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<td height="23" width="232">Contact Name</td>
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<td height="23" width="458">The Listed Invoice Contact Name, Address and Phone Number. </td>
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<td height="23" width="458">Buisness main contact name</td>
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</tr>
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</tr>
 
<tr>
 
<tr>
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<td height="23" width="232">Current Modules Subscribed </td>
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<td height="23" width="232">Business Name</td>
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<td height="23" width="458">The list of the modules selected on the <b>Account Subscribe</b> record.</td>
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<td height="23" width="458">This is the listed name of the Company.</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td height="23" width="232">Employee Count </td>
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<td height="23" width="232">Address 1/2</td>
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<td height="23" width="458">This shows the active and inactive employee logins in a month.</td>
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<td height="23" width="458">The address of buisness head office</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td height="23" width="232">Number of HR System Admins </td>
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<td height="23" width="232">Post Code</td>
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<td height="23" width="458">This shows the total number of admin logins in a month.</td>
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<td height="23" width="458">Buisness head office post code.</td>
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</tr>
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</tr>
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<tr>
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<tr>
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<td height="23" width="232">Number of Employee Self-Service </td>
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<td height="23" width="232">HR Contact First Name</td>
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<td height="23" width="458">This shows the total number of Employee Self-Service logins in a month.</td>
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<td height="23" width="458">First name for buisnesses HR Manager.</td>
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<tr>
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</tr>
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<td height="23" width="232">Number of HR System Admins [Unique]</td>
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<tr>
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<td height="23" width="458">This shows the number of unique admin logins in a month.</td>
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<td height="23" width="232">HR Contact Surname</td>
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</tr>
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<td height="23" width="458">Surname for buisnesses HR Manager.</td>
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<tr>
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</tr>
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<td height="23" width="232">Number of Employee Self-Service [Unique]</td>
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<tr>
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<td height="23" width="458">This shows the number of unique Employee Self-Service logins in a month.</td>
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<td height="23" width="232">HR Contact E-mail</td>
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<td height="23" width="458">E-mail for buisnesses HR Manager.</td>
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</tr>
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<tr>
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<td height="23" width="232">Sign-off Manager First Name</td>
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<td height="23" width="458">First name for person in charge of buisness sign-off.</td>
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</tr>
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<tr>
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<td height="23" width="232">Sign-off Manager Surname</td>
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<td height="23" width="458">Surname for person in charge of buisness sign-off.</td>
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</tr>
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<tr>
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<td height="23" width="232">Sign-off Manager E-mail</td>
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<td height="23" width="458">E-mail for person in charge of buisness sign-off.</td>
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</tr>
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<tr>
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<td height="23" width="232">Sign-off Manager Title</td>
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<td height="23" width="458">Title for person in charge of buisness sign-off.</td>
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</tr>
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<tr>
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<td height="23" width="232">Initial Data Allowance</td>
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<td height="23" width="458">This shows the data allowance baseline for the Subscribe-HR system.</td>
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</tr>
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<tr>
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<td height="23" width="232">Price Per GB</td>
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<td height="23" width="458">The cost of additional storage in GB (1GB is 1024).</td>
 
</tr>
 
</tr>
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</table>
 
</table>
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The remaining fields relate to record generation and allow you to track when changes are made

Latest revision as of 17:34, 2 July 2017

Overview

Each Subscribe-HR system has a Billing area. The purpose of which is to give confirmation of the Billing information that is held by Subscribe-HR.

View company billing information

To see an overview of company billing information

  1. Open the Billing TAB.
  2. Click on the Pricing and Agreements tab.

View company billing history

  1. Open the Billing TAB
  2. Go into Billing History folder.
  3. Here you will see a list of all billing history.
  4. Open a record to view more details.

View service orders

  1. Open the Billing TAB.
  2. Go into Pricing and Agreements folder.e left side menu
  3. Select Service Orders subfolder from th
  4. Here you will see a list of existing service orders.

Fields Explained

The table below describes the main fields on the Billing Overview.

Field Name Description
Initial Employee Numbers The initial number of employee's at your company at sign-up time
Price Per Employee This will show the price per employee.
ABN number The registered ABN of the Company.
Contact Name Buisness main contact name
Business Name This is the listed name of the Company.
Address 1/2 The address of buisness head office
Post Code Buisness head office post code.
HR Contact First Name First name for buisnesses HR Manager.
HR Contact Surname Surname for buisnesses HR Manager.
HR Contact E-mail E-mail for buisnesses HR Manager.
Sign-off Manager First Name First name for person in charge of buisness sign-off.
Sign-off Manager Surname Surname for person in charge of buisness sign-off.
Sign-off Manager E-mail E-mail for person in charge of buisness sign-off.
Sign-off Manager Title Title for person in charge of buisness sign-off.
Initial Data Allowance This shows the data allowance baseline for the Subscribe-HR system.
Price Per GB The cost of additional storage in GB (1GB is 1024).

The remaining fields relate to record generation and allow you to track when changes are made

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