The Host Company is the client supported by an agency and plays a key role in the overall timesheet process.
This process is available to users with Super Administrator access.
To create a new Host Company, follow these steps:
Log in to Xemplo as the Super Administrator
Select Timesheets from the top navigation menu.
Select Hosts from the left-hand menu.
Click New Host.
Enter the required company details, then 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.
Configure the relevant settings:
Group invoices by: Select how invoices from the agency to the Host should be grouped. Options include Host, Assignment, Engagement, Workers, and Timesheet.
Invoice frequency: Select the preferred invoice cycle.
Preferred billers currency: Select the billing currency.
Payment due from Invoice Received: Set the payment terms for invoices.
Default purchase order number required: Enable this option if a default purchase order number is required on invoices.
Enter the required tax settings and invoicing contact details. The invoicing contact will receive invoices generated by the system.
Click Create Host
A confirmation message will appear once the Host Company has been successfully created. You can then return to the Host Company dashboard or open the newly created Host profile.