Fees & Financials

Linking Legal Entities to Bank Accounts for better tracking of financial transactions.

This page shows you how to add a new Purchase Order to an existing Placement.

How to add a rate to a placement.

How to add an existing Purchase Order to an existing Placement.

How to add Purchase Orders to Expenses.

How to apply staged / retainer fees on a Vacancy

An overview of how Currencies and FX Spot Rates work

Project Fees or Costs can be added to a Project. This gives instant insight into any milestones or additional costs accrued.

How to remove a Purchase Order associated with a Client record or a Placement record

Create multiple Commission Splits for a Vacancy, Placement or Fee, by Value or Percentage, that automatically updates and cascades across the record.

A breakdown of the financial fields on the each Placement type and the calculations.

Purchase Orders can be added and viewed on a Fee.

Invoice instructions can be pre-set and applied to a Client record.

The article describes the type of Financial Transactions and Timesheets that are created together in Mercury.