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Sources

View, add and edit sources.

Before adding a transaction you will need to create at least one source.

Choose the Master files menu option from the left hand menu, then click Sources to access the Source register.

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

Sort / filter sources​

Select project: Choose a project to filter by project

Sort by: Sources can be sorted by ID, Name or 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

Adding a new source​

See Adding a source in the getting started section.

Editing a source​

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

Modify the source details as necessary :-

  • Name
  • Project: The source must be linked to an active project
  • ABN
  • Email address
  • Contact phone number
  • External accounting system ID (must match exactly with Xero or Quickbooks ID)
  • Address details
  • Details / notes
  • Geo-fence radius: Used for automated timesheets

Click EDIT to save your changes.

Delete a source​

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

You will be asked to confirm your choice.