Client Settings > Inter-Company Reconciliation

Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings.

The menu inter-company reconciliation is used if you have employees working across two or more companies and defines how the finance accounts should work in this situation.

INTER-COMPANY RECONCILIATION

• Go to the resources module > resource default grid

• Select the client > open the client card

Open

• Click on the client settings tab > then select the inter-company reconciliation menu item

Open

• Settlement methods include:

  • No settlement

  • Hours, cost price

  • Hours, sales price

  • Hours, IC settlement price

  • Share of revenue

  • Share of invoiced amount

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