Fees & Financials

Here you will find all of the articles relating to the Fees & Financials phase.

Accounting Legal Entities and Bank Accounts
Linking Legal Entities to Bank Accounts for better tracking of financial transactions.
Adding a Placement Rate to a Placement
How to add or edit a rate on a placement.
Adding a Purchase Order to a Placement
This page shows you how to add a new Purchase Order to an existing Placement.
Adding Purchase Orders to Expenses
How to add Purchase Orders to Expenses.
Applying Retainer Fees to a Vacancy
How to apply staged / retainer fees on a Vacancy
Currencies and FX Spot Rates in Mercury
An overview of how Currencies and FX Spot Rates work
Fees on a Project
Project Fees or Costs can be added to a Project. This gives instant insight into any milestones o...
How to remove a Purchase Order
How to remove or delete a Purchase Order associated with a Client record or a Placement record
How to Split Commissions
Create multiple Commission Splits for a Vacancy, Placement or Fee, by Value or Percentage, that a...
Pay & Bill
An all-in-one platform for managing invoicing and payment processes — from timesheet approval to ...
Placement Financial Calculations
A breakdown of the financial fields on the each Placement type and the calculations.
Purchase Order on a Fee
Purchase Orders can be added and viewed on a Fee.
Setting up Client Invoice Instructions
Invoice instructions can be pre-set and applied to a Client record.
What are Financial Transactions?
The article describes the type of Financial Transactions and Timesheets that are created together...