|
You must create at least one Division and one Class to which the insurance contract will be associated as well as the employees if you want to be able to make the billing and source deductions calculations or even the assumptions.
Under Divisions, indicate the number of the first Division as well as a description (as it appears on the invoice and contract). Each Division represents a cost centre in which there are classes. An invoice will be produced for each Division created.
Once the division has been created, move to the Class and repeat the process in order to associate the class or classes of this Division.
Note: To create a division or an additional class, simply use the “ + “ icon.
Then indicate the address of the division. If it is identical to the client file, click on the right mouse button, then "Copy company address."
Finally, associate the “Contact” to this Division by using the scrolling lists in front of the Administration, Accounting and Benefits fields. If you still haven't created your Contact s within the Company, "Save" the data you have entered and then click on the "Shortcut to Contacts" button where you will create them.
The "Administration" fields must be completed if you plan to print Employee File "Employee Invoices"
Click on the "Save" button once you have finished. |
