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  • Fees & Financials

Fees & Financials

  • Placement Financial Calculations

    A breakdown of the financial fields on the each Placement type and the calculations.

  • What are Financial Transactions?

    The article describes the type of Financial Transactions and Timesheets that are created together in Mercury.

  • Adding a Placement Rate to a Placement

    How to add or edit a rate on a placement.

  • Applying Retainer Fees to a Vacancy

    How to apply staged / retainer fees on a Vacancy

  • Adding a Purchase Order to a Placement

    This page shows you how to add a new Purchase Order to an existing Placement.

  • How to remove a Purchase Order

    How to remove or delete a Purchase Order associated with a Client record or a Placement record

  • Fees on a Project

    Project Fees or Costs can be added to a Project. This gives instant insight into any milestones or additional costs accrued.

  • Setting up Client Invoice Instructions

    Invoice instructions can be pre-set and applied to a Client record.

  • Currencies and FX Spot Rates in Mercury

    An overview of how Currencies and FX Spot Rates work

  • Purchase Order on a Fee

    Purchase Orders can be added and viewed on a Fee.

  • Adding Purchase Orders to Expenses

    How to add Purchase Orders to Expenses.

  • Accounting Legal Entities and Bank Accounts

    Linking Legal Entities to Bank Accounts for better tracking of financial transactions.

  • How to Split Commissions

    Create multiple Commission Splits for a Vacancy, Placement or Fee, by Value or Percentage, that automatically updates and cascades across the record.

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