Contract Defaults – Billing Type

The Billing Type field enables monthly billing to be run in any order without compromising client preferences for Combined or Periodic invoices. The default selection is Any.

For example, when billing is run in the Recharge screen, no invoices will show or generate for clients set to Combined.

Billing Type Scenarios

Configuration Notes

A default can be configured using:

• fm.clientbillingtypedefault

You can also exclude options using:

• fm.clientbillingtypeexclusions

For example:

• Default = Combined

• Exclude = Any

Warning

If clients are set to Any, the order in which billing is run will determine how items are billed, which may affect invoice grouping and results.

Packaging Defaults

This tab is visible only if the Packaging module is enabled.

Enter client packaging details below.

Actions

Payroll Details

Pay Cycle Setup

• Pay Cycle (List) — Select client pay cycle (up to 3 cycles supported). Used in quotes and employees.

• The first pay cycle is the default for vehicle quotes if no driver cycle exists.

• Pay cycle becomes read-only when contracts with pending budgets exist.

• Payroll Date (Date) — Payroll date for selected cycle. Must be historical for new clients to enable correct calculations.

• Pay Run Start (Num) — Defines start point for pay run processing and reporting triggers (0 = unused).

• Active (Check Box) — Activates pay cycle for employee and quoting use once configured.

Banking Details

• Client Bank Account (Check Box) — Enables client-specific ABA banking setup

• Financial Institution (Display) — Auto-resolved from BSB

• Bank Account Name (Text 26) — Full account name

• Bank Account Name Short (Text 16) — Short account name

• BSB Number (Num 6) — Client BSB

• Bank Account Number (Num 9) — Client account number

• APCA Number (Text 6) — 6-digit APCA identifier

• ABA Description (Text 12) — Reference used in ABA files

• ABA Self Balancing (Check Box) — Adds balancing entry in ABA file

Pay Run Processing

• Taxable Sales (List) — Controls GST treatment

• Processing State (List) — Payroll state selection

• Weekend Treatment (List) — Controls how payroll behaves on weekends:

  • Leave as weekend

  • Pay on Friday

  • Pay on Monday

• Delivery Type (List) — Email or Post output for pay run reports

• Pay Run Reports (Check Box) — Select reports included in pay run email output

Report Codes

• Pre-Tax (Text) — Reporting code

• Post Tax (Text) — Reporting code

• FBT (Text) — Reporting code

• LCC (Text) — Reporting code

• GST (Text) — Reporting code

• ITC (Text) — Reporting code

Actions

Validations and Alerts

Field Entry

• BSB Number must match a valid financial institution

• Bank Account Number must be numeric (up to 9 digits)

• APCA Number must be exactly 6 digits

Save Rules

• Bank Account Number must be numeric (6–9 digits)

• BSB required if Bank Account Number is entered

• Payroll Date required if contracts exist for pay cycle

Troubleshooting

• Refer to main Troubleshooting page for system guidance

• Tab visibility depends on Catch-e configuration

• Role restrictions apply (Clients module settings)

Approval Defaults

Overview

Contains flags and codes used in Approval processing.

Defaults

• Interim Service Allowed (Check Box) — Enables interim service rules (default ON)

• Send Approval Email (Check Box) — Enables approval email notifications (default ON)

• Approval Limit (Num) — Triggers alert if approval exceeds threshold (default 0.00 = disabled)

Exclusions (VMRS)

• VMRS Code (Text) — Excluded service codes for approvals

• Description (Text) — VMRS description

Used to prevent specific work types being approved for the client.

Authorised Suppliers

Defines approved suppliers per Posting Class.

• Class — Posting Class code

• Supplier Code — Approved supplier

• Supplier — Supplier name

Suppliers not listed may still be used but will trigger warnings.

Example Rules

• Supplier SMASH allowed for Accident & Glass but not Tyres

• Tyres restricted to TSUP1 and TSUP2

• Glass restricted to WSRU, WS4U, and SMASH