In this article, we'll dive deeper into the Billing section with an individual task. If you need to download task receipts you can view more here.
To access the Billing section, use the blue magnifying glass to open a task. Then expand the Billing section that is below Task Attachments, as highlighted below.
Within Billing you'll be able to view bill rate information, entered task expenses, and an accounting field if applicable. You can see a preview below!
If a staffing partner has not verified a task, information in the Billing section will not be visible to a client.
Bill Rate
Client Hourly Rate - This is a pre-agreed upon rate between a staffing partner and client. The staffing partner will be able to adjust this within each task.
User Hourly Rate - If applicable, this is how much the assigned user will get paid for the task. This is only visible to the staffing organization.
Hours - The entered task duration. The duration can also be calculated from the entered start + end times.
Lastly, you'll see a summary of the costs which will show the total client cost and the total to be paid to the assigned user.
Expenses
The expense section will include entered expenses by the assigned user or staffing partner. A dashboard user from the staffing partner can add additional expenses by following the steps below.
Click Add another expense.
If applicable, attach a receipt photo.
Enter the final charge.
If applicable, enter the amount to reimburse the assigned user.
Select how to classify the expense.
If applicable, add a memo.
To delete an expense, click the trashcan icon in the top right corner of the expense.
Internal Accounting Memo
This section is an open text field that may be applicable to your PINATA subscription if you manage your own user roster. In this field you can add notes for your accounting and finance team. This field is only be visible for Managers and above permissions within your organization.
This field also auto-saves when you type! When you verify the task, this field will populate in your finance reports in the Financials tab. This field cannot be edited once it is invoiced via PINATA's Invoicing tool.
Quick View
You can also quickly view billing information such as verified costs and invoicing information on the right side of the expanded task. See the preview below!
