Setting up Invoice Requirements

Setting up Invoice Requirements

In the Hive> Client Settings there is a section called "Client expenses report". These tick boxes allow us to split a clients invoices as per their requirements.

Invoice Options:
The below settings control how the client expenses are split when Accounts download these from Admin. This then dictates how many invoices are sent to the client.

Split by branch - an invoice will be created for each branch.
Split by brand - an invoice will be created for each brand, containing all branches associated to the brand.
Split by company - an invoice will be created for each company name, containing all branches associated to company name.
Split by segment - an invoice will be created for each segment, containing all branches associated to the segment.

Column Options:
The below settings control what additional columns are included in the client expenses when Accounts download these from Admin.

Amount Spent
Branch ID
Diner reimbursement
Questionnaire category
Report Score

See the Scribe below on how to set this up in the Hive.





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