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Knowledge Base
Getting Started
- WATCH: Invoxy run through in under 4 minutes
- Getting started with Invoxy in 5 easy steps
- Setting up your Company Settings
- Onboarding Candidates in Invoxy
- Managing your Invoxy subscription
- Accepting an Invite
Placements
- Dashboard
- Adding, editing and managing a Placement
- Adding, editing and managing a Client
- Adding, editing and managing People
- Changing Rates on a Placement
- Changing Approvers on a Placement
Time
- Week Summary
- Timesheets
- Adding & Editing Time - For Candidates
- Editing & Deleting Time
- Invoxy Mobile App for Resources
- Import Timesheets
Payroll
- Pay Summary
- New Pay Run
- PayHero Payroll & Invoxy
- FlexiTime Payroll & Invoxy
- KeyPay & Invoxy
- Xero Payroll & Invoxy
Invoices
- Invoicing - Client Summary
- Creating Invoices
- Invoice Templates
- Invoice Recipients
- Attach Timesheets and Approvals to Invoices
- Credit Notes
Commission
- Setting up Commission Plans
- Consultant Summary & Payments
- Consultant Sales Group
- Consultant Ownership Percentage
- Sales Targets & Target Based Commission Plans
- Team Commission Plans
Insights
Manage
- People
- People - Resources
- People - Contacts
- People - Consultants
- Invoxy Roles: Resource, Admin, Contact and Consultant
- Approving changes made by resources
Integrations
- Bullhorn Integration
- JobAdder Integration
- JobAdder Contacts
- PayHero Integration
- Invoxy & PayHero for Resources
- PayHero Field Mappings
General
Release Notes
- Invoxy (v2.9.0) – Release Week Ending: 05/07/2020
- Invoxy (v2.8.0) – Release Week Ending: 07/06/2020
- Invoxy (v2.7.0) – Easter Release, Week Ending: 12/04/2020
- Invoxy (v2.6.0) – Release Week Ending: 09/02/2020
- Invoxy (v2.5.0) – Release date: 29/11/2019
- Invoxy (v2.4.0) – Release date: 14/11/2019