BASIC UMBRELLA COMPANY SOLUTION
The solution is a combination of technology and manual interface. It partially automates the business process of an Umbrella Company with manual inputs to be entered in the system and few processes to be carried out physically.
Features covered under the Basic Umbrella Company Solution
| Sales Module |
| Prospect Creation |
| Prospect Listing |
| Prospect to Contractor Conversion |
| Welcome Package to Contractor |
| Contractor Module |
| Active / Inactive Contractor Listing |
| Deactivate Contractor |
| Validate New Contractor |
| Contractor Creation |
| Add Contract |
| Document Management for Contractors |
| Document Tracking |
| Agency Module |
| Agency Creation |
| Agency Listing |
| Invoicing Module |
| Online Timesheet Filling |
| Upload Timesheet & Email Text |
| Automatic Invoice Generation |
| Invoice (Approved / Unapproved) Listing |
| Unapproved Invoice Authorization |
| Automatic PDF Generation for Approved Invoices |
| Expense Module |
| Expense Entry |
| Expense Listing |
| Upload Receipts |
| Unapproved Expense Authorization |
| Credit Note Module |
| Credit Note Creation Against Invoice |
| Open Credit Note Creation |
| Unapproved Credit Note Authorization |
| Automatic PDF Generation for Approved Credit Notes |
| Dispatch Module |
| Dispatch Credit Notes And Invoices |
| Automated Dispatch through Email |
| Attach Timesheet, E Mail Text & Other Documents |
| Allocation Module |
| Manual Allocation & Receipts Entry |
| Payroll Module |
| Payroll Details |
| Pay slip Creation |
| Manual Payroll Entry |
| Payment Module |
| Authorize Advance to Contractor |
| Automatic Creation of Payment Lines |
| Download Payment Excel Files |
| Currency Module |
| Set Currency Conversion Rate Respective to Base Currency (GBP) |
| Set Up Module |
| Master Configuration |
| Profile Management |
| External Publishing Module |
| Contractor Login Management |
| Agency Login Management |
| Online Login |
| Contractor Login |
| Agency Login |
