Product Update Category: Pay & Bill
Time & Labor
Shift Pricing Implemented
Shifts, such as “second shift” or “weekend shift”, can now be priced according to an agency’s needs and customer contracts by mapping shifts to specific earn code groups.
Time & Labor
Evaluated Holiday Hours Will Remain Holiday Hours
Holiday hours will now consistently be displayed as Holiday hours after time evaluation, rather than occasionally showing as Regular hours.
Revenue Recognition
Unable to Re-export Failed Unbilled Distribution
An issue has been resolved where billing specialists couldn’t retry the export of Unbilled Revenue Distributions for Billable Charges with a General Ledger Status of “Export Failed”.
Now, you can select “Export Unbilled Revenue Distributions” from the list actions dropdown to action distributions that have previously failed the export process.
Availability: Enabled by default.
Data Replication
Purchase Order and Purchase Order Edit History Support
Purchase Order and Purchase Order Edit History are now supported in Data Replication.
Availability: Enabled by default.
Customer Required Fields
Enhanced Validation on Customer Required Fields Options
New validations for customer-required field options have been added. When a CRF option is added or edited, the system will validate and ensure that the option start date is on or after the field start date. It will also validate and ensure the option end date is on or before the field end date.
Availability: Enabled by default.
Canvas
Added Placement Rate Card Custom Fields
Placement Rate Card Custom fields are now available in Canvas and can be used in report writing.
Availability: Enabled by default.
Canvas
Added Placement Time and Expense Branch Field
Placement Time and Expense Branch is now available in Canvas and can be used in report writing.
Availability: Enabled by default.
Billing Profile
Display of billingClientCorporationID in the Company’s Billing Profiles Tab is Always the Current Company
We fixed a display issue on the Client Corporation Billing Profile Tab where the Billing Profile’s Billing Client Corporation would display the name of the Client Corporation of the record page you were on, regardless of whether the values were different due to Billing Relationships. Now, the correct record will be displayed at all times.
Availability: Enabled by default.
Workers’ Compensation
Data Loader Self-Service
You can now create and update workers’ compensation codes and rates via Data Loader. This makes a lengthy end of year process easier by allowing you to add and update data in bulk.
Generally Available: Data Loader is an open source tool. For more information, view installation and usage instructions here https://github.com/bullhorn/dataloader-app.
Time & Labor
Advanced Search on Timesheet List
Users will now be able to perform advanced searches on the Timesheet list. With this functionality, a set of standard searches will also be included. Standard searches to be released this month include “Recently Added,” “Recently Modified,” and “Unapproved Timesheets.”
Time & Labor
Advanced Holiday Rules
Bullhorn now supports configuration for Exact, Start Time, or Majority evaluation on holiday rules. A new “Evaluation Method” field allows for configuration on holiday rules to support cases where candidates receive holiday pay if their shift starts during the holiday or the case where candidates receive holiday pay if the majority of the hours they work during a shift overlap with the holiday. Please note that all existing holiday rules will be set to “Exact.”
Purchase Orders
Track Purchase Orders with Bullhorn
You can now track Purchase Orders (PO) within Bullhorn. The new PO functionality is used in conjunction with the new Purchase Order value type Customer Required Fields. This allows candidates to select the correct PO on their timecard. The PO data will flow through to their respective billing transactions and can be used to split, group and summarize invoices. You can also leverage Bullhorn Reporting to track PO burn. You can store more than one PO per placement with this feature. This prevents your team from creating multiple placements just to account for multiple POs on a job.
Early Access: If you are interested in being part of the Early Access program, please reach out to your Account Manager.
Customer Required Fields
Removed the 50 Option Limit on Company CRFs
The system no longer limits you to 50 Options per Customer Required Field on a Company’s Customer Required Field.
Enabled by Default
Customer Required Fields
CRF Config Form Scrolling
An issue was resolved that prevented scrolling when assigning a CRF to a Placement.
Adjustment Workflow
Billable and Payable Charges: Systematically Track and Display Adjustment and Rebill Fields
Bullhorn One users can now quickly find any Billable or Payable Charges that contain adjustments using the new “Has Adjustments” feature. As adjustment transactions are made, the affected Billable and Payable charges are updated with an adjustment status of “Yes.” This allows users to filter by charges that contain adjustments for easier visibility before taking action on the charges. Additionally, users can now find Billable Charges that contain Rebill transactions using the new “Has Rebill” field. When Billable Charges are credited and reinstated, the Has Rebill status will be updated with a status of “Yes.” Use this field in conjunction with the Ready to Bill status to quickly find any Billable Charges that need to be rebilled. These fields are available on the Billable and Payable charge list screens and can be managed in your corporations Field Map settings.
Enabled by Default
Payable Charge Slideout
An issue has been resolved where, when viewing the Payable Charge slideout from within a Placement’s Payable Charge tab, users were unable to close the slideout if there were too many characters in the slideout header text. In this release, the header text is truncated and the user will be able to close the slideout.
Invoice Statement Template Variable
Amount Based Earn Codes and Expense Based Earn Codes will now be included in the calculation of the variable Other Total Amount. This variable is found within the Earn Code Amounts table and was introduced as part of the Amount Based Earn Code feature which originally only supported Time Based Earn Codes.
CRF Edit tab new look and inline editing
Customer Required Field Options are now displayed in a refreshed table look on the “Edit” tab. This change enables in-line editing which means making updates to options is faster than ever as a result of the autosave functionality. We have also added a new pagination feature to help you manage larger amounts of data in a more effective manner. Lastly, the “Add” button has moved from the bottom of the list to a button on the top right of the table, preventing the need to scroll to the bottom of the page to add new options.
Invoice Tab on Placement Record
Bullhorn users can now quickly see all invoices on a placement by navigating to a new “Invoices” tab from the placement record page. This feature is available to all users who can currently view invoices without any additional configuration.
Client Rate Agreement Support
An enhancement was made to add Client Rate Agreement matching Criteria fields.
Invoice Calculation
An enhancement was made to support including the margin calculation on PA invoices when taxing on margin percentage. New variable on the PDF «EmployeeCosts»
Invoice Rebill Suffix (Resolved Issue)
Invoice Rebill Suffix will now be set consistently during Invoice finalization.
Invoice Statement Template
Invoice Statement Templates now support the ability to display Total Dollar Amount by Earn Code type on an Invoice. These are new variables and will need to be added to any existing Invoice Templates. Reach out to support to modify your Invoice Templates.
Earn Code Group Updates
If an EarnCodeGroup or associated EarnCode is being used on a Bill or Pay transaction, or a Placement Rate Card, users will no longer be able to update the following fields preventing inaccurate data from being processed unexpectedly:
- EarnCodeGroup
- accruesOT
- payBillOptionsLookup
- unitOfMeasureID
- chargeTypeLookupID
- EarnCode
- code
Client Rate Agreements
Specialty has been added to the Matching Application Criteria on Client Rate Agreement. This ensures that as Jobs are being created, the Client Rate Agreement will flow down to the same Job each corporation sets up at a more precise level.