Introduction

Users can View the Finance Tab in the Ready Recruit product!

Follow the steps below to access the Finance Tab and the information it stores!

Quick Navigation:

• Claims
• Invoices
• Payroll
• Acknowledgment

Accessing the Finance Tab

Navigate to the Placement Record

In the information storage panel, click on Finance

There are four tabs within this section 

Claims 

Claims displayed here have been created - 

• When a Qualifications is added to the linked Candidates Record
• When a Claim is added directly to the linked Candidates Record

Or you can create a Claim within the Placement Record by following this article:

Creating a Claim

Invoices

Invoices displayed here have been created agains the Placement Record

You can create an Invoice within the Placement Record by following this article:

Creating an Invoice

Payroll

Payroll fields displayed here can be completed by clicking the Edit icon

Note: Details entered here will also be displayed within the payroll tab of the Candidate Record linked to this Placement

Acknowledgment

To Acknowledge a Placement click

Note: Only Users with the correct authorization can Acknowledge a Placement