Access REC Consolidated

How to add a new line code to use under invoice details.

Add new line codes for invoicing

This article explains what to do if you have generated an invoice but the Purchase number is missing.

Purchase Order (PO) number is not showing on the Invoice

This article explains how to fix Timesheets coming up as ready for billing with errors.

Timesheets show up when filtering by Ready For Billing With Errors

We need to add or change bank details on our PDF invoice  - how do we do this?

We need to amend our PDF Invoice

Invoices are showing with an end date of the day at the end of the month, as opposed to the end of the week which I would expect to see.

Invoices showing monthly end date instead of weekly end date

Export Results Outcome
There are no Client Result to be exported.
Only Clients ....
There are no Invoice Result to be exported.
Please note .......

Sage Line 50 Export not working with following error message:

To create an invoice for a Permanent Placement, please follow the steps below:

How do I create an invoice for a Permanent Placement

This article explains how to add your company logo, address and bank details to your invoice templates.

Add company logo and bank details to standard invoice templates

Terence Cassidy

Invoices

🔧Status Dashboard

Recruitment Agencies

Access Recruitment CRM

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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