Invoice Grouping Configuration- Help File

Created by Yogashree MP, Modified on Tue, 23 Sep at 1:48 PM by Yogashree MP

In the Staffinggo application, While raising the invoice we do have an functionality to group the details to separate the invoice. In this process based on the grouping multiple invoice can able to raise w.r.to grouping mechanism.

Supported Tags :{{InvGroupName}}

Follow the below mentioned steps to configure the invoice grouping.

Step -1 : Invoice Grouping configuration

Navigate to Setting >> Financial >> Invoice group
Create new Invoice group with below mentioned details.

Title * : Create new title name w.r.to grouping Name for user understanding.

Group Type: Choose the required group type , based on the selected group type invoice split will happens. Refer the below mentioned group type and functionality.

Sl. No	Group Type	Functionality	Description	Module to Update Details to get output
1	Client	Generates separate invoices for each client	When multiple clients are selected, client-wise invoices are generated	Employees mapped to client
2	Branch	Generates invoices branch-wise for a single client	If employees are mapped to different branches under one client, invoices are generated per branch	Client-level branch creation & Employee staffing details (branch mapping)
3	Contract	Generates invoices contract-wise	Employees mapped to different contracts under one client will have contract-wise invoices	Client & Contract
4	PO Number	Generates invoices based on PO Number	Employees mapped to different POs will have invoices per PO	PO updation & PO mapping to employee
5	Reporting Manager	Generates invoices reporting-manager-wise	Employees mapped to different RMs will be segregated	Client-level RM updation & Employee staffing details
6	ER Manager	Generates invoices based on ER Manager mapping	Employees mapped to different ER Managers will be segregated	HR Details → Employment details (ER Manager mapping)
7	Employee No	Generates a separate invoice for each employee	Each employee selected will have an individual invoice	Employee selection
8	Cost Center	Generates invoices per cost center	Employees mapped to different cost centers will have cost center-wise invoices	Cost center creation & mapping under employee staffing details
9	Branch State	Generates invoices state-wise based on employee branch mapping	Employees mapped across multiple states will generate state-wise invoices	Client-level branch creation & Employee branch mapping
10	Working State	Generates invoices working-state-wise	Employees mapped to different working states will be segregated	Employee staffing details (working state)
11	Working Venue	Generates invoices working-venue-wise	Employees mapped to different venues will be segregated	Employee staffing details (working venue)
12	Zone	Generates invoices zone-wise	Employees mapped to different zones will be segregated	Employee staffing details (zone)
13	INB Number	Generates invoices per INB	Employees mapped to different INBs will be segregated	Client & Contract level PO creation (INB mapping)
14	PO & Employee Level	Generates invoices per employee considering PO	Each employee linked to a PO will have a separate invoice	Employee staffing details (PO & branch mapping)
15	Project	Generates invoices project-wise	Employees mapped to different projects will be segregated	Employee staffing details (project)
16	Invoice Group (Rate Card Billing)	Generates invoices using timesheet invoice group details	Rate card invoices will segregate based on timesheet import with invoice group mapping	Timesheet import (mandatory invoice group details)
17	PO & Branch	Generates invoices based on PO & branch mapping	Employees with different PO and branch mappings will have segregated invoices	Employee staffing details (PO & branch mapping)
18	Invoice Group & Branch (Rate Card Billing)	Generates invoices based on invoice group & branch	For rate card billing, invoices will segregate based on branch and invoice group combination	Timesheet import & employee branch mapping
19	Employee Category	Generates invoices employee-category-wise	Employees mapped to different categories will be segregated	HR Details → Employment details (employee category mapping)
20	Employee Group	Generates invoices employee-group-wise	Employees mapped to different groups will be segregated	Employee staffing details (employee group mapping)
21	Employee Category / Branch	Generates invoices based on category & branch	Employees with similar branch & category mapping will be grouped into one invoice	Employee staffing details (branch & category mapping)
22	Employee Group / Branch	Generates invoices based on group & branch	Employees with similar branch & group mapping will be grouped into one invoice	Employee staffing details (branch & group mapping)

Along with above mentioned grouping type invoice can raise by based on the below mentioned functionality:

Functionality	Description	Invoice generation Sample
Process separate invoice for Employee staffing billing cost center (default user mapped cost center will consider for invoicing)	Enable this functionality for selected employees mapped cost center wise invoice will generate and also this functionality impact which are user invoice is generating and their user ID mapped with cost center will reflect.	User mapped cost center wise invoice will generate
Process separate invoice for Time sheet month	In the selected transaction processed with multiple time sheet month , for that separate invoice will generate for each time sheet month which is included in the transaction	Depends on the Number of time sheet available in the invoice transaction ( June + July + august= 3 invoice)
process separate invoice for each bill item	Under development	Under development
Process separate invoice for each salary header	Invoice will generate for each salary header separate - Selected transaction considered salary header will generate as separate invoice-Under development	Basic + HRA + SP + PF + mark up= multiple invoices
Process separate invoice for each markup	Enable this functionality only for employee associate with multiple marks up consider for separate invoice -Under development	Salary invoice + Mark up-1 + Mark up 2 = depends on the Number of markup
Process separate invoice for payroll markup	Enable this functionality to generate separate invoice for mark up ( It includes all employee mapped mark up amount )	Salary invoice + Mark up invoice= 2 Invoice
Payroll invoice split based on employee salary revision effective date	Enable this functionality to generate invoice based on the employee salary revised effective date wise	Salary effective date wise number of invoice will depends
Process separate invoice for consolidated mark up	For consolidated separate invoice need to enable this option-Under development	Salary invoice with regular mark up + consolidate markup invoice = 2 invoice
Selected salary header separate invoice	Selected salary header will generate separate invoice - For this activity need to select salary header required for separate invoice	Salary invoice + selected salary header invoice =2 invoice

Note : Invoice grouping automation for invoice process.

For automation of the invoice group during the invoice generation - Selected client invoice grouping type can map under the client contract mapped billing option. Under the billing option invoice group template option map the invoice grouping type for the client. During the invoice generation auto group will choose.
For invoice group automation - We do have contract level also to map the invoice group template . Based on the mapped invoice group will reflect in during the invoice generation.