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This article defines the basic elements of the Customer > PEO page. For details about the setup and addition of a new Professional Employment Organization, visit the Create a New PEO Customer
The PEO (Professional Employment Organization) section of the Customer sub-menu enables the creation and modification of PEO transactions that will be used on invoices for customers.
Entries entered here will be processed and add
ed when a Payment Batch is posted.
Note: The Is PEO checkbox must be marked for each customer in the Service Info section of Sales and Service before PEO charges will be added.
PEO Grid Columns
|The name of the PEO transaction as it will appear on the invoice.
|The type of calculation used for this transaction (Passthrough or Percent).
|Select the type of calculation (Burden, Tax, etc) used in this transaction.
|Enter a numerical value for calculations used in this transaction:
- For percent: Enter the percentage this transaction will be marked up.
- For passthrough: Enter zero.
- For any additional fees: Enter the dollar value that will be added by this transaction.
|A stored procedure will need to be created or modified in this case. In this case, neither percent or passthrough should be selected as the PropertyName during setup.
|A check box indicating if this transaction will be applied to a customer's invoice.
|Clicking this button will open the Add New PEO Billing wizard with this transaction's information inserted.
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