Invoices and Payroll - Revision history

Sam: /* Comission Process */

2024-01-26T18:45:39Z

Comission Process

Editor at 16:11, 15 April 2021

2021-04-15T16:11:58Z

Editor at 21:59, 13 April 2021

2021-04-13T21:59:42Z

Show changes

Bbaigorri: /* Comission Process */

2021-01-14T11:56:40Z

Comission Process

Bbaigorri: /* Comission Process */

2021-01-13T18:56:13Z

Comission Process

Bbaigorri: /* Technician Payroll Process */

2021-01-13T18:24:11Z

Technician Payroll Process

Bbaigorri: /* Comission Process */

2021-01-13T12:42:03Z

Comission Process

Bbaigorri: /* Comissions */

2021-01-13T12:18:45Z

Comissions

Bbaigorri: /* Payroll Process */

2021-01-13T11:57:28Z

Payroll Process

Bbaigorri: /* Payroll Process */

2021-01-13T11:52:34Z

Payroll Process

@@ Line 256: / Line 256: @@
 Once the process is finished, it is time to save the payroll. The system will automatically send it to the technician's email address and keep a copy in its CRM file. Users with special admin permissions can only access this CRM file.
-=Comission Process=
+=Commission Process=
 Except for the technicians, the rest of the staff gets paid monthly. Nevertheless, the Commission Process is very similar to the Technicians Payroll Process.

@@ Line 21: / Line 21: @@
 [[File:I3.png|750px|thumb|center]]
-After "creating the invoice," the user needs to save it and continue verifying a few more things. Remember, the user must keep a backup copy for every document generated during this process.
+After ''creating the invoice,'' the user needs to save it and continue verifying a few more things. Remember, the user must keep a backup copy for every document generated during this process.
 Under the "products" tab, the user has to double-check that items sold match items completed. If there is a difference, it either means the client didn't want to repair something, or the technicians found some extra repairs and added them. When that's the case, those added repairs will appear in the product list under the "Additional" line with a tick icon.
@@ Line 39: / Line 39: @@
 Once everything has been verified, the user can proceed to generate the invoice document.
-"(*)Note: there is an option to "Create Installments." First, you need to put the amount of installment, then fill in the due date and save it."
+''(*)Note: there is an option to "Create Installments." First, you need to put the amount of installment, then fill in the due date and save it.''
 [[File:I14.png|1000px|thumb|center]]
@@ Line 110: / Line 110: @@
 [[File:IP 7.png|1000px|thumb|center]]
-"Note: the user could manually add all the details for a new payment by filling each bracket one by one. Of course, as the user may expect, this way is longer and harder. So if the user is choosing in it, when you finish adding the new payment, remember to change the status too."
+''Note: the user could manually add all the details for a new payment by filling each bracket one by one. Of course, as the user may expect, this way is longer and harder. So if the user is choosing in it, when you finish adding the new payment, remember to change the status too.''
 =Invoice Menu=

← Older revision		Revision as of 11:56, 14 January 2021
Line 313:		Line 313:
	From this ponit it is exactly the same to the Technician Payroll Process. You could add items to the salary and erase or edit these items.		From this ponit it is exactly the same to the Technician Payroll Process. You could add items to the salary and erase or edit these items.
	Once you have finished, click on "send by email" to send it to the Account Manager email address, just like we did in the previous section.		Once you have finished, click on "send by email" to send it to the Account Manager email address, just like we did in the previous section.
		+
		+	=Quick Access=
		+
		+	*[[RPH]]
		+	*[[Lead]]
		+	*[[Accounts]]
		+	*[[Contacts]]
		+	*[[Opportunity]]
		+	*[[Dispatch]]
		+	*[[External Portals]]
		+	*[[Mobile_applications\|Mobile applications]]
		+	*[[Back-end Processes]]

@@ Line 301: / Line 301: @@
-After checking the information is correct, then we only need to proceed to generate a Commission Report, which is exactly the same we do do for the technicians.
+After checking the information is correct, we only need to proceed to generate a Commission Report, which is exactly the same we do do for the technicians.
 [[File:PR14.png|1000px|thumb|center]]
 [[File:PR15.png|1000px|thumb|center]]

@@ Line 216: / Line 216: @@
 =Technician Payroll Process=
-Technicians get paid every Friday, and the period goes from Sunday to Saturday. And the Payroll Process starts with counting the amount of jobs done by each technician.
+Technicians get paid every Friday, and the period goes from Sunday to Saturday.
 First we need to access the "Crew Payment Report", which is under the "Operation" section, in the "Reports" menu.
@@ Line 222: / Line 224: @@
 Then, and like in every other module, just need to apply filters.
-This will show the TR (Thermal Repairs) count of all technicians. It is very important the Operation Department keeps this information updated, if someone is out or has taken a day off, that kind information needs to be considered in order to correctly process the payrolls.
+This will show the TR (Thermal Repairs) count of all technicians. It is very important the Operation Department keeps this information updated, if someone is out or has taken a day off, that kind of information needs to be considered in order to correctly process the payrolls.
+So everything comes down to the Dispatch. If the information in the Dispatch Module is good, then it will be very easy to continue with the Payroll Process.
@@ Line 252: / Line 253: @@
-After that we can continue to the next step, which is to check the TR count Technician by Technician, in order to get their report to generate the payroll for them.
+After that we can continue to the next step, which is to check the TR count Technician by Technician, in order to get the report to generate the payroll for them.
 Now we just need to filter by technician and go to the tab for "Payroll Payment"
@@ Line 274: / Line 275: @@
-In the example above we have added a bonus for this technician. As you can see it is a simple thing to do. Just click "Add Item" and then fill the brackets and save it.
+In the example above we have added a bonus for this technician. As you can see it is a simple thing to do. Just click on "Add Item" and then fill the brackets and save it.
@@ Line 280: / Line 281: @@
-After that you will see the item added to the payroll. And of course, you could add, erase or edit these items.
+After that, you will see the item added to the payroll. And of course, you could add more, erase or edit these items.
-Once the process is finished, it is time to save the payroll. The system will automatically send it the technician email address and save a copy into the technician's CRM file. This CRM file can only be accessed by users with special admin permissions.
+Once the process is finished, it is time to save the payroll. The system will automatically send it to the technician email address and save a copy into the technician's CRM file. This CRM file can only be accessed by users with special admin permissions.
 =Comission Process=

@@ Line 286: / Line 286: @@
 =Comission Process=
-Except for the technicians, the rest of the staff gets paid monthly.
+Except for the technicians, the rest of the staff gets paid monthly. Nevertheless, the Comission Process is very similar to the Technicians Payroll Process.
-Nevertheless, the Comission Process is very similar to the Technicians Payroll Process.
+First we need to access the "Comission Due Summary", which is under the "Payroll" section, in the "Reports" menu.
-It starts
+Then, and again like in every other module, just need to apply filters. It is very important to filter the status by "payment received".

← Older revision		Revision as of 12:18, 13 January 2021
Line 284:		Line 284:
	Once the process is finished, it is time to save the payroll. The system will automatically send it the technician email address and save a copy into the technician's CRM file. This CRM file can only be accessed by users with special admin permissions.		Once the process is finished, it is time to save the payroll. The system will automatically send it the technician email address and save a copy into the technician's CRM file. This CRM file can only be accessed by users with special admin permissions.

−	=~~Comissions~~=	+	=Comission Process=
		+
		+	Except for the technicians, the rest of the staff gets paid monthly.
		+
		+	Nevertheless, the Comission Process is very similar to the Technicians Payroll Process.
		+
		+	It starts

@@ Line 214: / Line 214: @@
 When a job is finished but hasn't been done correctly or it fails for any reason, the company will take the responsibility for it and provide a remedial repair for free. The invoicing process for this case is exactly the same as for a normal repair, the only difference is that we generate and invoice for zero dollars.
-=Payroll Process=
+=Technician Payroll Process=
-The Payroll Process starts with counting the amount of jobs done by each technician.
+Technicians get paid every Friday, and the period goes from Sunday to Saturday. And the Payroll Process starts with counting the amount of jobs done by each technician.
 First we need to access the "Crew Payment Report", which is under the "Operation" section, in the "Reports" menu.

@@ Line 225: / Line 225: @@
 Everything comes down to the Dispatch. If the information in the Dispatch Module is good, then it will be very easy to continue with the Payroll Process.
 [[File:PR1.png|1000px|thumb|center]]
 It is very important to also check the following section, because if the work is a 2 days job, it doubles the records and one of them needs to be erased.
 [[File:PR2.png|1000px|thumb|center]]
 For instance, if someone finds out the record for Circle Woods is twice, it could be eliminated by clicking on the trash red icon.
 [[File:PR3.png|1000px|thumb|center]]
 On the other hand, another nice feature is the magnifying glass, which allows the user to access more details about the job.
 This option tells you how many burns the job was, and you can see the pictures that actually came through when the technicians finished the repairs. This is one of the ways to also see which technician did which repair, especially in those cases when the job is really big and there might be 2 o 3 crews working at the same time, at the same property.
 [[File:PR8.png|1000px|thumb|center]]
 [[File:PR10.png|1000px|thumb|center]]
 After that we can continue to the next step, which is to check the TR count Technician by Technician, in order to get their report to generate the payroll for them.
 Now we just need to filter by technician and go to the tab for "Payroll Payment"
 [[File:PR4.png|1000px|thumb|center]]
 The first section is the general overview and it shows the jobs and TRs. The following one is for the Payment Items, which is the salary and a bonus, for instance.
 [[File:PR5.png|1000px|thumb|center]]
 Then we have the Report Detail, which is a list of jobs done by the technician and the description for each of these.
 After checking all the information in this tab, we can proceed to either add an item to the salary or just send and save it. We can do this with the buttons at the top right corner of the section.
 [[File:PR6.png|500px|thumb|center]]
 In the example above we have added a bonus for this technician. As you can see it is a simple thing to do. Just click "Add Item" and then fill the brackets and save it.
 [[File:PR7.png|1000px|thumb|center]]
 After that you will see the item added to the payroll. And of course, you could add, erase or edit these items.