Follow the steps in this guide to create a new host in Xemplo.
Step 1. Log in to Xemplo as 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 New Host.
Step 5. Enter the Company details.
|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:
Step 6. In the Invite Another User section, provide the details of the manager you want to manage the timesheets for the company you are creating.
Or, you can toggle the option to No.
Step 7. Click Save and Continue.
Then set up the new host's invoicing settings and contact.
Step 8. Choose the corresponding settings to:
- Group invoices by - choose from the drop-down menu how you want the invoices from agent to host are grouped by, Host, Assignment, or Engagement
- Invoice Frequency - choose your preferred invoice cycle
- Preferred Billing Currency - click on the drop-down menu and select your preferred billing currency, and toggle enable or disable if the host wants the purchase order in their invoice
- Payment due from invoiced - set the conditions for how the invoices are paid
Step 9. Enter the invoicing contact details for who'll receive the invoice from the system.
Step 10. Click on Save and Continue.
|Note: You can choose the I will do this later option. It will save the information you entered as a draft, and come back to it whenever you're ready to complete it by accessing your host profile.
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.