Expert Service

Need

Service

What's included

Points

I'd like some guidance

Arrange a call with a consultant

General consulting assistance

4

I'd like some guidance

Bank or cash account setup

Assist with one cash account or bank transaction setting

4

I'd like some guidance

Sales order type assistance

Configure or amend one existing sales order type or processing setting

4

I'd like some guidance

Purchase order type assistance

Configure or amend one existing purchase order type or processing setting

4

I'd like some guidance

Finance period assistance

Assist with open or close period checks or period control settings

6

I'd like some guidance

Returns process assistance

Review and tidy one RMA or return setup or user issue

6

I'd like some guidance

Data correction guidance

Coach you through one small corrective action using standard tools

6

I'd like some guidance

Customer statement assistance

Configure or troubleshoot one statement cycle or delivery setup

8

I'd like some guidance

Month-end or BAU advisory

Answer process questions or coach a user through one standard month-end task

8

I'd like some guidance

Reconciliation assistance

Investigate one straightforward reconciliation issue or mismatch

14

I'd like some guidance

Replenishment settings review

Review reorder point, preferred supplier or lead time for one item or item group

14

I'd like some guidance

Pay run assistance

General pay run processing, including activities such as employee terminations, scoped to a single pay run

8

I'd like some guidance

STP batch assistance

Assist with categorisation of pay items for STP, completing pay run update events, EOFY finalisation batches

8

I'd like some guidance

Entitlement review assistance

Troubleshoot entitlement accruals, check accrual sources and caps, validate related accrual pay items exist in standard pays

14

I'd like some guidance

Superannuation batch assistance

Validate employee super fund details against super pay item in standard pay, assist with creation and processing of superannuation batch

8

I'd like something new

Standard import or export scenario

Assist with one standard import or export scenario or file layout tweak

14

I'd like something new

New simple generic inquiry

Build one simple GI from existing DACs or tables for a known use case

14

I'd like something new

Complex report scoping

Diagnose scope and provide a recommended next step for a complex report requirement

14

I'd like to configure

Permissions or role changes

Review one user's access and recommend role or security tidy-up

4

I'd like to configure

Payment method setup

Configure one standard payment method or remittance option

4

I'd like to configure

User administration

Add, disable or amend a single user, role or access profile

4

I'd like to configure

Tax or GST code maintenance

Create or amend one tax code or mapping used in standard transactions

4

I'd like to configure

Warehouse or location maintenance

Add or amend one warehouse, location or stocking rule

4

I'd like to configure

Inventory item setup

Create or amend one stock item profile, valuation setting, class or replenishment parameter

6

I'd like to configure

Approval settings update

Adjust one approval rule, threshold or approver assignment

8

I'd like to configure

Notification template setup

Configure one notification template

8

I'd like to configure

Simple report parameter change

Update one standard report parameter, layout label or filter

8

I'd like to configure

Generic inquiry update

Add or amend filters, columns, sort order or parameters in one existing GI

12

I'd like to configure

Dashboard widget update

Add or amend one dashboard widget or KPI card using existing data source

12

I'd like to configure

Set up a pay item

Configuration of additional pay items as required, for example child support deduction, bonuses, extra tax

4

I'd like to configure

Set up an employee

Take user through process of creating EP employee record and MP employee record

8

I'd like to configure

Posting class reclassification

Diagnose incorrect GL postings from pay run, update source of issue and complete GL reclassification of historical incorrect pay run postings

8

I'd like to configure

Employee self-service approval mapping

Investigate unexpected leave approval request behaviour, update source of issue across company tree, assignment and approval map, employee self-service preferences, pay item or entitlement

14