Billing Entities are used with certain service fee billing rules and for expense receivables when you select your Reimbursable Billing Currency as ‘Billing Entity’ on the company details screen. Service fee billing rules by Billing Entity allow you to specify service fee amounts based on the configured Billing Entities in a company.

To configure Billing Entities, navigate to the Company Configuration menu group on the Companies tab and click on Billing Entities. Make sure the screen rights are enabled for this screen with your security role.

You can associate the following to a specific Billing Entity:

The presence of active Billing Entities will activate the field for selection on the assignment/relocation screen. Once Billing Entities are configured you can assign them to assignment/relocations and specify amounts by Billing Entity when using one of the service fee types that supports them. This will also control what currency an Expense receivables are generated in if your Company has the ‘Receivable Billing Currency’ set to ‘Billing Entity’ Currently the service fee types that support them are the Relocation Phase by Billing Entity, Relocation Policy by Billing Entity, and Service by Billing Entity.

The billing settings tabs define the default behaviors for a specific Billing Entity when processing Receivable and Invoice batches. These settings are applied when a Billing Entity is selected in a batch process and remain in effect for batches run from the Billing Control Panel. The following settings can be configured for:

You can control the settings to always Exclude Receivables Before Fiscal Period Start Date. When running a receivable batch and selecting a billing entity, the system will automatically apply the default settings associated with that entity. Tick the setting to exclude the billing entity in manually running a batch.

You can also control the settings to always Exclude Receivables Before Fiscal Period Start Date. When running a receivable batch and selecting a billing entity, the system will automatically apply the default settings associated with that entity. Tick the setting to exclude the billing entity in manually running a batch. You can also create an invoice batch, by default all assignments are included in one invoice. This setting makes them get split into one invoice per assignment

The “Reimbursable Document” section allows for all attached documents from a voucher to be grouped up and associated to an invoice for proof of purchase. Assignees and coordinators have the option to attach receipts and proofs of purchase to vouchers. Additional details is available on Reimbursable Document.

Invoice Templates can be configured for each Billing Entity. These templates determine how receivables are divided into individual invoices for a given Billing Entity. For example, if you want to issue a separate invoice for Home Move costs, including detailed information about the move, you can create a specific template to handle this. To configure a template, additional details are available here.