Step One - Log-in and click Agency Setup
Go to https://www2.quartzbysapphire.com/auth/login and use your credentials to Sign In
In the main menu, click on ORGANISATION DETAILS to open the Organisation Details area
Step Two - Complete the Organisation Info tab
Click the EDIT button to make changes to the fields, and press SAVE once completed. Red asterisks denote mandatory fields.
Most fields will be pre-filled from the sign-up stage but can be edited here if needed.
Fax Number
Optional – you may enter a fax number here if required
Website
Optional – you may enter a website URL here if required
The information that is captured here loads into the footer of invoices raised within Texas
Step Three - Complete the Reg Office tab
Click the EDIT button to make changes to the fields, and press SAVE once completed. Red asterisks denote mandatory fields.
The information captured on this tab is displayed on Sales Invoices so should be the bank account you plan to receive funds into from your customers.
CAN/ABN/Company Number
Your company registration number
Payment Terms
you must enter in your invoice payment terms, note that these can also be maintained on an individual client level as well
Bank Details
Bank Account name | Name of bank |
Bank Account Sort Code | 8 digit bank account number |
Sort Code/BSB | sort code is usually a 6 digit branch identifier |
SWIFT/BIC | Swift number if required (this will typically be required if you receive payments from overseas.) |
VAT Number
Company VAT number if applicable
Remittance email
Enter in the email of the shared inbox/individual who is responsible for receiving payment and remittance in your agency. The email address that is entered here is the email that your remittances are sent on behalf of.
Remittance phone: Enter the phone number where your clients should direct their payment queries to.
You can enter additional bank details by clicking 'Additional Bank Details' on the right. However, those entered in Primary Bank Details will be the default.
Step Four - Complete the Rate Details tab
Click the EDIT button to make changes to the fields, and press SAVE once completed.
The rates entered in this section become the rate list available on contractor assignments and displayed on timesheets and invoices. The values of these rates are captured at assignment level.
Rate Name: This field allows you to add in a longer rate description Be mindful of the rate name, as this will be displayed in the Contractor Portal when they are entering in their timesheets, and on your invoices.
Short Name: should be easily recognisable within your agency, should be unique to the specific rate name – this will be displayed on sales reports.
Step Five - Tax Settings
Add in the tax rates that your company deals with, this will allow those to be selected in Client and Supplier records, as well as in the tax override sections. Press SAVE once completed.
Step Six - Complete the Agency Settings tab
Click the EDIT button to make changes to the fields, and press SAVE once completed.
Under Organisation Settings, configure the environment. Customise the logo, record the key user's email address or a generic email address, and if applicable, the Agency custom URL will be displayed here too, make any changes and then press SAVE.
Custom URL
If an Organisation has a custom URL the organisation name can be in the URL to access My Digital Timesheets, and there will be no need for users to enter the Organisation name when logging in.
Contact us to enquire about creating a Custom URL for your Agency
Bank File Format
This setting configures the file type that will be available once the payment remittance batches have been run. Currently available are:
Yorkshire Bank
Document and Pay
Barclays
HSBC
Coop FD
Natwest
Other
‘Document and Pay’ which provides you with the details of the payment to manually raise the payment in your bank if it’s unable to accept bank file imports.
If you require a specific Bank File Format, this can be developed. Contact Us to make arrangements.