Invoxy caters to All of Government invoicing, reporting and recruitment functionality.
There are 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)
To create AoG invoices on-costs need to be set on the Work that will be used for AoG Placements.
Go to Manage > Work and create or select the Work you will be assigning to AoG placements.
Select New on-costs and create the following with Billable ticked:
It's important to number your on-costs to ensure they are produced in the correct order on your invoices. 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.
This setup 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.