This applies to the user with Super Administrator access.
Follow the outlined steps below on how to do so:
Step 1 Log in to Xemplo as the Super Administrator
Step 2 Click on Timesheets in the menu bar at the top
Step 3 Select Hosts in the left-hand side menu
Step 4 Click on the New Host button
Step 5 Enter the required company details and click Next to continue
| Important: The form is interactive and the information that appears is based on the country you selected.
For example, if you selected New Zealand, the company details required may not be applicable and the same for other countries. See the reference below: |
The host settings comprise the invoice settings, tax settings, and invoicing contact.
Step 6 Specify the corresponding settings:
- Group invoices by is a drop-down menu on how you want the invoices from agent to host grouped by Host, Assignment, Engagement, Workers, and Timesheet.
- Invoice frequency shows your preferred invoice cycle.
- Preferred billers currency is a drop-down menu showing all billing currency.
- Payment due from Invoice Received sets the conditions on how the invoices are paid
- Default purchase order number required has a toggle option to enable or disable the host if it wants a default purchase order number on its invoice.
Step 7 Provide the tax settings and invoicing contact information, where the latter indicates the recipient of invoices generated by the system.
Step 8 Click on Create Host
A pop-up window will appear, confirming that a new host has been created.
You can go back to the Host Company dashboard or visit your newly created host profile.