Many organizations have recurring and/or single miscellaneous fees associated with active assignments that aren’t related to an expense report or a timesheet. For example, your organization might reimburse your supplier for the cost of a background check or pay your Supplier a conversion fee when a resource is converted from a contractor to a full-time employee.
Those types of miscellaneous fees aren’t processed through Beeline Enterprise using an expense report or a timesheet. Typically, suppliers are reimbursed for those expenses via a miscellaneous fee manually added to each assignment.
The Miscellaneous Fee feature lets you add individual fees and supporting attachments and automate recurring fees not related to an expense report or a timesheet on active assignments. You can also quickly import miscellaneous fees associated with active assignments using a Microsoft Excel® file and Beeline’s Assignment Misc Fees Template.
Eliminate manual entry of miscellaneous fees on active assignments, save time, increase productivity, and reduce data entry errors using the Miscellaneous Fee feature!
You use the Miscellaneous Fee feature to complete these tasks:
- Add an individual fee and supporting attachments.
- Automate recurring fees.
- Cancel a fee.
- Reprocess a fee.
Main benefits
- Record, track and transact expenses associated with an active assignment not related to timesheets or expense reports or your usual payments.
- Provide supporting documents explaining fees.
- Generate recurring miscellaneous fees automatically within a designated time frame based on a defined schedule.
- Process a series of recurring miscellaneous fees using a single approval workflow.
- Retain tax and fee options associated to a miscellaneous fee on your recurring fees. Adding a recurrence schedule does not affect or/change how taxes and fees are applied.
- Track and monitor miscellaneous fees in the Misc Fee Report.
- Streamline transactions and payments between clients and suppliers.
- Streamline adding miscellaneous fees associated with active assignments using an import file.
- Eliminate the labor-intensive repetitive task of manually adding miscellaneous fees on individual assignments.
- Decrease potential data entry errors.
- Save your organization time and money.
Persona
Program Office users
Action required
Managing miscellaneous fees from Enterprise , requires a Make a Change ticket and Enterprise confirmation. In addition, your Client Operations Manager (COM) must make sure applicable users have permissions to manage and import miscellaneous fees.
Optional features
If your organization chooses to use the Miscellaneous Fee component, you can also use them with these Beeline features in your Enterprise. These additional features supported with the Miscellaneous Fee component require configuration.
| Feature | Description |
|---|---|
| Approval Central | Users can approve submitted miscellaneous fees from this component. |
| Cost Allocation | Organizations frequently split and invoice assignment spend across multiple cost centers for various reasons. With the Cost Allocation feature, users can distribute assignment spend to different cost allocations and define the percentage of an expense that gets charged to a specific accounting unit or company. Cost allocation units can be modified when a miscellaneous fee is created or when the fee is approved. |
| Purchase Order (PO) | Many organizations use a PO to track transactions between themselves (the Client) and their Suppliers. A PO is a contract that outlines services provided and expectations about how services and deliverables are produced. Using POs provide detailed records for invoicing, auditing and financial statements. In addition, using POs can help diminish disputes about payment or services between the client and supplier. Your Beeline platform can be configured to create and store POs in Beeline for invoicing and reporting. A Purchase Order Number field can also display when a user is creating a miscellaneous fee, so fees are correctly associated with a PO and invoiced through your Beeline platform. |
| Security Projects | Security Projects can be used by organizations to drive their internal business processes. Security Projects can be used to track time and expense, cost allocations, and other business activities. Your Beeline platform can be configured so the name and/or number of a security project can be added when a user is creating a miscellaneous fee. |
Unsupported features
If your organization chooses to use the Miscellaneous Fee component, you will experience limitations with these Beeline features in Enterprise. These features are not supported when your organization is using the Miscellaneous Fee component.
| Feature | Description |
|---|---|
| Beeline Time & Expense (BTE) | Users cannot associate or select a BTE Project or a BTE Project Task when creating a miscellaneous fee. |
| Client defined fields | Client-defined fields (CDFs) are not supported with the Miscellaneous Fee component. |
Related articles
- Tips on working with miscellaneous fees
- Understanding processing & statuses
- Adding a fee
- Adding a recurring fee
- Cancelling a fee
- Reprocessing a fee
- Importing assignment miscellaneous fees
- Researching miscellaneous fee details
Documentation release: Beeline Enterprise | Q4 2021