We have added a new “Hours Report” to our Pay & Bill reporting package to provide visibility into Payable and Billable Hours and Dollars information, based on selected criteria such as time period, client, and candidate.

The following fields are now available for Canvas Reporting:

• Billing Profile correlatedCustomText1-10
• Billing Profile correlatedCustomTextBlock1-3
• Invoice Statement billingProfileCorrelatedCustomText1-10
• Invoice Statement billingProfileCorrelatedCustomTextBlock1-3

The Invoice, Billable Charges, and Payable Charges list headers now support word wrapping so that long field labels in the header display the full text.

When setting the location on a Billing Profile, Job, or Placement you will now only see locations relevant to that record type, ensuring the location selected is correct for more accurate tax information on invoices.

Filters and pagination will now be preserved even after a user makes an action on the records in the list.

Users will now be able to see if an earn code is discountable on the Earn Code List. The indicator will be based on the Base Earn Code for that Earn Code Group.

The Bullhorn REST API Documentation website now contains details on the Effective Dated Entities.

Customers are now able to configure and interact with the following custom fields on the Job Order Rate Card entity:

• CustomText 1-10
• CustomInt 1-5
• CustomFloat 1-5 
• CustomRate 1-5 

These fields do not flow down to the Placement Rate Card by default; custom interactions will have to be set up in order for fields to flow down to the Placement Rate Card. 

Users will now be able to hide the field map for Currency on Invoice Term Templates. The system default value will be USD, which is the same default used on the Currency field for Invoice Terms.

Agencies can now display the sum of total hours grouped by Earn Code type on an Invoice. Statement Template.

Table: Earn Code Totals

Variables: regularTotalHours, overtimeTotalHours, doubletimeTotalHours, otherTotalHours

Users will now be able to add Legal Business Entity to reports for Payable Charges.

Users will now be able to add Legal Business Entity to reports for Billable Charges.

Users will now be able to add Legal Business Entity to reports for Placements (all tracks).

Placement Rate Cards now have a status icon helping to ensure rate cards are fully filled out.

A Placement Rate Card Status column is now included on the Placement list view.

The Date Last Payroll Provider Sync field will now display a timestamp along with the date on the overview and list pages.

Time and Expense fields are now included when adding, editing, approving, or viewing a placement change request.

Enhanced the ability for users to generate and preview an Invoice PDF.

Discount Rate issues can now be viewed from the Discount Overview page.

Discounts can now be viewed under Placement Analysis and Company Analysis in Canvas.

Correlated custom text and text block fields have been added to Billing Profile and Invoice Statement. This feature will allow custom information to flow from the Billing Profile to the Invoice Statement. Invoice Statement correlated fields can be viewed on the list when configured in View Layout.

When summarized by Placement Job Code, the invoice line description will now display the job code title instead of the job code ID.

Users can now view rate card edit history on the Activity tab on a placement record.

Users can now select an earn code on the Placement Rate Card that does not require rates to be entered. This is used for expenses, such as airfare and is defined at the Earn Code level using the “Are Rates Required” field. 

Users can now update the billing cycle on Invoice Terms and update Billable Charges via a new mass action on the list. 

Branch is now available as a column on the Billable Charge List Screen. 

Earn code custom text fields 1-20 are now supported on Invoice Term split/group/summarize by configuration.

Users can now view billable charges on an invoice via a new Billable Charge tab located on the invoice statement record.

Field Interactions will now be supported on Placement Rate Cards.  This includes interactions executing within a row or a column of a Rate Card Group, and across multiple Rate Card Groups.

The locationID will now display correctly on the Placement header or details card. 

The invoice statement number will now be able to be set on a rebill invoice statement that contains rebill billable charges. The user will select the invoice statement to rebill. The invoice statement number will be set according to the original invoice statement number + an optional entered suffix.

Billable charge transactions will now be sorted by transaction date when viewing the list slideout. 

The following effective dated entities have been converted into the standard overview, edit, and activity tab experience: Surcharge Rate, Discount Rate, Location, Billing Profile, and Invoice Term. 

When merging two company records together, all of the following data will move to the primary merged record:

• Location
• Billing Profile
• Invoices
• Invoice Terms
• Discount
• Shifts

Billing Administrators who attempt to create invoices based on Invoice Terms with Split By, Group By, or Summarize Data that contain bad data will now be able to access an issue in the Issue Log that lets them know which invoice failed to generate because of bad terms and which Invoice Term to update.

Discounts on invoices where calculateAndDisplayOnInvoice is False will no longer appear on the PDF.

Field interactions configured on the Placement Billing Profile and Location fields will now execute as expected.

All $0 billable charge transactions will now be displayed on the slideout. Previously these transactions were only displayed on the Billable Charge Overview tab.

The Billable Charge list will now correctly display up to 500 records when columns such as Billing Cycle and Calendar are included in the list.

You can now change the default delivery method for credit memos.

When Invoice Terms use “Bill Rate” to summarize an invoice, the bill rate will not appear in the description field of the invoice as well.

If you use the Issue list as part of your Pay Bill implementation, you will no longer see links to entities that do not currently have overview pages. We have updated the treatment of the Payable Charge error icon so that it is consistent regardless of where it appears in the application.

We have updated the Tax Group picker on Locations so the picker will return data when you filter in the picker using any combination of State and Zip entries, such as entering only State, only Zip, both State and Zip.

If you have access to the Issues List, you can now see who last modified an issue item and when that modification occurred.

If a file does not get attached to an invoice correctly, it will now create an issue in the Issue List so a Billing Specialist can re-attach the file and generate the invoice with the correct attachment.

The placement rate card line alias can now be configured in the summarize by, group by, and split by fields on the customer invoice terms, and thus used during the invoicing process. If the field is used in summarize by, it will be included in the invoice statement line item description as well as the invoice PDF.

You can now report on Sales Tax Rate and Sales Tax Group data in Canvas. This is available for customers using Pay and Bill and version 2 of Tax Rates. The Sale, City, State, County, and District Tax Rate information will be available on the following entities:

• Candidate > Location
• Company > Location and Company > Billing Profile > Location
• Job > Location and Job > Billing Profile > Location
• Placement > Location and Placement > Billing Profile > Location
• Billable Charge, Bill Master Transaction, and Billable Charge > Billing Profile > Location
• Invoice Statement, Invoice Statement Line Item, and Invoice Statement > Billing Profile > Location

We now provide a number of billing cycles that are preconfigured at the corporation level, and allow you to assign the appropriate billing cycle to invoice terms and invoice billable charges based on the associated billing cycle.

You can no longer enter a negative pay rate or bill rate on a payable charge or billable charge when it is entered manually.

You can now add the “benefitGroup” column to Placement searches and view the column every time.

When a Payroll Admin clicks the issues link in the payable charge slideout, you will see only the items related to the specific payable charge instead of all open items.

The system will now display a validation message if the zip does not match the state when configuring a Sales Tax Group. Users are still able to omit entering the zip code.

Pay & Bill users are now able to configure what fields appear on their Billable Charge, Payable Charge, and Invoice Statement lists based on their private label configuration. Additionally, users are able to save column configuration into layouts, and reload these layouts as needed.

Users now have the ability to see a breakdown of sales taxes on the invoice statement overview.

You will now see more detail on the Payable Charges slideout. The pay master transactions are grouped according to their status in the integration: exported, processing, or errors, with additional detail for payable charges that have errored during export. Additionally, if sent to an external pay provider, the batch ID for successfully exported transactions will display as the external provider’s batch ID for easy cross-checks.