Supplier Payments
PurePro manages the processing of payments to suppliers, incorporating various invoice types such as self-bill and invoice matching. Users can set up and configure these invoice types according to their preferred payment processes. The page allows for easy viewing and downloading of invoices, ensuring transparency and accuracy in the payment process.
PurePro supports 2 types of supplier invoices : - Self Bills & Invoice Matching.
Self-bill invoices are automatically generated by the system, while invoice matching enables the system to match supplier invoices with internal records for verification. PurePro streamlines the payment workflow, ensuring timely, accurate payments and efficient record-keeping.
Supplier Invoices are applicable to Contractor, Agency & Umbrella Suppliers.
Assigning Supplier Invoice Type
By default, PurePro creates supplier records with "Invoice Matching" supplier invoice type, however this can be updated as per users' requirements.
To update a supplier invoice type for an agency or umbrella supplier, follow these steps:
Navigate to Workforce → Suppliers
Edit the required supplier
Set the required invoice type under "Invoice Workflow" in the "Details" tab.
Users may need to set "Settlement Term" for the "Supplier Invoice" in the option below.
Users may also need to add "Self Bill Expiry Date" in the option below if invoice workflow is set as "Self Bill".
Click Update
Users can also customise the first self-bill invoice number (This is an optional step)
To update a supplier invoice type for a contractor supplier, follow these steps:
Navigate to Workforce → workers
Edit the required worker
Set the required invoice type under "Invoice Workflow" in the "Contract Info" tab.
Users may need to set "Settlement Term" for the "Supplier Invoice" in the option below.
Users may also need to add "Self Bill Expiry Date" in the option below if invoice workflow is set as "Self Bill".
Click Update
Users can also customise the first self-bill invoice number (This is an optional step)
Users can set Invoice workflow as "None" if Supplier invoice is not required.
Generating Supplier Invoices
Self-bill invoices are automatically generated by the system, while invoice matching enables the system to match supplier invoices with internal records for verification. To generate invoice matching supplier invoices, users have to manually link timesheets to the invoice (This done automatically in self-bill invoices).
To generate self bill invoices, follow these steps: -
Set the supplier's invoice workflow as "Self Bill"
Create a timesheet against the worker
Self Bill is generated by the system
To generate invoice matching invoices, follow these steps: -
Set the supplier's invoice workflow as "Invoice Matching"
Create a timesheet against the worker
Navigate to Workforce → Supplier Payments
Click on "Create New"
Search for the Supplier
Click on "Create"
To link timesheets to this invoice, click on "Link Timesheets"
Select the relevant timesheets
Click on "Save Linked Timesheets" in the bottom left corner
Viewing & Downloading Supplier Payment/Invoice
To view a supplier payment/invoice, follow these steps:-
Navigate to Workforce → Supplier Payments
Click on the required Supplier payment for further information
Click on "Download" in the bottom right corner to download the supplier invoice
Alternatively, users can also view any associated supplier invoices/payments from the supplier record .
Supplier Payments can be sent via the control centre.
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