Sub-contractors

View, add and edit sub-contractors.

Before adding a transaction you will need to create at least one sub-contractor.

Choose the Master files menu option from the left hand menu, then click Sub-contractors to access the Sub-contractor register.

On mobile, first click the hamburger menu icon in the top left of your screen then follow the instructions above.

Sort / filter sub-contractors

Sort by: Sub-contractors can be sorted by ID, Name and Updated date.

Filter by: Payloader will search a range of key data fields (eg ID, name, notes etc)

Show inactive: Toggle to include inactive records

Click the telephone ☎️ icon in the lower left of the sub-contractor card to initiate a phone call.

Click the email ✉️ icon in the lower left of the sub-contractor card to send an email.

See Adding a sub-contractor in the getting started section.

Click the pencil ✏️ icon in the top right corner of the sub-contractor card to display the Edit sub-contractor dialog.

Modify the sub-contractor details as necessary :-

Name
ABN
External accounting system ID (must match exactly with Xero or Quickbooks ID)
Address details
Email Address
Contact phone
Override cost: Used in docket creation / supplier invoice (RCTI) creation
Admin fee %: Used in supplier invoice (RCTI) creation
Image: Add an image to display the contractor logo on data entry screens
Select a category for the item: SPL = Standard item, TOL = Toll charge, INT = Internal use
Active / Inactive

Click EDIT to save your changes.

^ Applies to unallocated or manual dockets
* Must be enabled in global settings

Click on the trash can icon in the lower right of the sub-contractor card to open the Delete dialog.

You will be asked to confirm your choice.

Click the menu icon in the top right corner of the sub-contractor card, select View Sources or View Vehicles