Invoxy caters to All of Government invoicing, reporting and recruitment functionality. There are just a few extra things you will have to do set up your Placements and Invoicing for it to all run smoothly.
To use Invoxy for AoG reporting and Invoicing you need:
- Placeholders on each placement of each Job Family and Role Type
- Work set on each placement with billable on-costs for the Provider fee, On-costs and Admin fee
To assist with AoG reporting you will need to set the Job Family and Role Type as labels on each placement.
e.g. Use labels for each placement type (AoG contractor old rate, AoG contractor New rate, AoG IT contractor, AoG Buyout, AoG Fixed Term, and similar categories for non-AoG).
Alternatively, if you'd like to have these details automatically flow through from Bullhorn or JobAdder, reach out to the team at email@example.com for more info on how you can customise your integration.
On-Costs & On-Charges
Go to Manage > Work and create or select the Work you will be assigning to AoG placements.
On-Costs for temps and any AoG Admin Fees should be setup as Billable On-Costs, as these are both a cost to the business but should also be billed onto the client. The Provider Fee should be setup as an On-Charge, as this is purely a charge to the client.
New Provider Fee:
New Admin Fee:
Your Admin fee rate should be set to 1.X, where X = your Provider Fee rate - this will ensure the Admin fee is calculated on the base rate + provider rate.
Once added, your on-costs and on-charges should look something like this:
Make sure you number each of your on-costs & on-charges to ensure they are produced in the correct order on your invoices.
The setup shown above will display as follows on your invoice:
To create the AoG Reports you will need to make two table reports from the Insights tab
Using the Time table you're able to generate a report that lists all placements with time invoiced in a set period, and the labels on those placements. Add the columns Placement and Labels:
And set a filter on Invoice Date for the date range you're reporting on:
Using the Invoice Table you'd have a second report to get the invoice information, using the same Invoice Date filter, and you'd use a lookup function in Excel to then collate the data into a single spreadsheet.