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A legal agency is a legal entity to which resources, projects, invoices, etc. will be attached.
The configuration of this entity is crucial as it will determine the default configuration of all records (resources, HR contracts, orders, invoices, etc.) attached to it.
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Create a new legal agency
Prerequisite
You must have administration access rights to create and configure a new legal agency.
Administration > Legal Agencies section > + button at the top right
Only the name of the legal agency is required to save and thus create it.
However, we recommend that you fill in the Information tab and the following data as soon as it is created:
General information this information will appear in the footer of your invoices and quotations
Legal information this information will appear in the footer of your invoices and quotations
Global configuration
Load coefficient and number of annual working days used for the calculation of the ADC
Type of work unit to determine whether your employees will log time in days or hours
Calendar which will be used for timesheets and absence requests
Tip
You can consult the Legal agency configuration page, Information tab, which details in this tutorial how to fill in this tab.
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Qualify a new legal entity
To complete the information related to this new entity, you have 2 options depending on whether:
This new entity (Recipient Legal Agency) has the same characteristics as an existing legal agency (Source Legal Agency),
This new entity does not have the same characteristics as existing legal agencies.
Same characteristics as an existing legal agency
Go to the existing source legal agency, on the tab that contains the same data as expected in the same tab of the new destination legal agency, then click on the
icon to "copy this tab to another legal agency's tab."
Note
For billing, if you duplicate the configuration of one entity to another but want separate billing in terms of increment, you must indicate a different invoice reference mask on your new entity than the one indicated in the copied legal agency.
Don't forget to edit the billing details that were copied/pasted.
If needed, feel free to contact your BoondCoach or support.
IMPORTANT
To have a different increment for your second agency, it is IMPERATIVE to have a different first letter for the invoice reference mask.
For example, if invoices start with "F-" for the first agency, then you need a character other than "F" for the second agency.
Example:
Agency A = F-[AAA][MM]0001
Agency B = B-[AAA][MM]0001
Different characteristics from existing legal agencies
In this case, we invite you to fill in each tab with the data related to the new entity created.
Tip
You can consult the Legal agency configuration page to learn how to configure each tab.
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FAQ
I can't copy the data from one of the legal agency's tabs
It will not be possible to copy data if the target legal agency already has data entered and used in production (example - activity and expenses tab - a type of work unit present in one or more timesheets). Since this data cannot be deleted, the copy cannot be performed.
I can't copy the data - Focus on the HR data and specifics tab
If the source agency has a configuration by work units in the "Types of work units that can grant benefits with the ExceptionalActivity app" section, referring to work units present in the "Activities and expenses" tab, the copy of this tab will fail because the links cannot be made between the relevant work units and this tab that references them.
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