Customization of multi-customer invoicing

1. When invoicing your multi-customer files, you can presentreview the billable amount by type of activity,add a flat fee(fixed or as % of fees) anddefine your own distribution key between clients in the file.
   

1. In youraccounting exportstheamounts are also shared by client and accounting accountto ensure the balance of debits and credits with the finest mesh.
   

1. So you can review amounts per block of activity(fees, fees and disbursements)
   

1. Apply a VAT rate on fees and/or fees(if your firm has set a flat fee to a 708 account, then the VAT choice of flat fee will be free. Otherwise, it will be blocked as on proformas in single client folders).
   

1. Dispute the billable amount per customer(with an alert if the distribution is not 100% equal)
   

1. Proratize amounts by activityto avoid any deviation in accounting exports per client.
   

Proformas & Invoices from a distribution between customers

1. Once your revisions have been made and your distribution key are defined,you automatically see the proformas corresponding to each client of the folder.
   

1. Each proforma displays the broken amounts per customerand you can presentapply a discount for a client in particular.
   

Changes to the proforma and invoice of a multi-client file

1. Application of the distribution on different blocks of the proforma (fees, lump sum, fees, fees, discounts): lhe total of each block and the amount of each activity is proratized as you have defined.
   

1. Adding afield put on the proforma
   

1. Update tags on your invoices: The amounts of the invoices generated well reflect the distribution applied between customers, both in single tags and table tags. The amounts in exports also take account of distribution.Good amounts billed per client are included in the invoices generated as well as in accounting exports
   

Management of VAT accounts

1. You can nowPrepare and manage your VAT rates from a menu dedicated in your Settings. You will find these rates everywhere in your Jarvis app.
   
2. In yourAccountant plan, you now have an account for each VAT ratewhich will also emerge separately in your accounting exports.

Changes to the menu Settings and Submenu VAT

**Important**: the new "VAT" sub menu is only accessible to users with an "Administrator" profile. This submenu includes all VAT rates used by the firm and allows users to:

1. Add a new VAT rate
   
2. Delete a VAT rate (if not already used in an activity, provision, credit or invoice)
   
3. Define a VAT rate per default for the firm (the VAT rate field has therefore disappeared from the "Firm Reference" tab)
   
4. In the rest of the application, the "VAT rate" field becomes a winding list that displays the different paramed VAT rates (in new activities, proformas, provisions, assets etc.).
   

And that's not all! As part of the ongoing improvement of our services, we made corrections to:

• the character limit on the "Worked Time" and "Billable Time" fields for "Time" and "Prest" activities.
  
• labels indicating the billing status of activities in multi-customer folders
  
• displaying the currency in the "time rate" and "daily rate" fields in your profile
  
• automatic increment of contact reference.
  

We wish you an excellent discovery of these features!

Do not hesitate to contact us for any questions!

Team Jarvis.