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Send supplier invoices to accounting

Use the RCTI register to send supplier invoices to your accounting system.

Choose the RCTIs menu option from the left hand menu to access the RCTI register.

💡 The RCTI menu option may have been renamed in your version of Payloader, for example it could be called: Supplier invoices or Purchases.

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

Send supplier invoices to accounting​

Payloader can be integrated to the following packages:-

  • Xero
  • Quickbooks

Configuration​

Configure your accounting software​

Contact our team to get your accounting software configured for Payloader.

Set accounting global settings​

Navigate to accounting settings on the settings page.

  • Select your accounting system.
  • Enter the sales account code from your accounting software, eg 200
  • Enter the purchases account code from your accounting software, eg 300

Supplier ID​

Each supplier invoice needs to match with a supplier ID from your accounting system. See below for instruction to find the supplier ID in the supported accounting packages.

Xero supplier ID
Quickbooks supplier ID

Enter the Supplier ID from your accounting package in the corresponding profile of a sub-contractor under Accounting ID.

Send Supplier Invoices​

Select the supplier invoices to send using the check-box to the left of each line.

Click Select action from the select-box and select Create {package} Invoice (where {package} will be replaced with the name of your selected account software), then click the CONFIRM button to send selected supplier invoices to your accounting system.

Payloader will save the invoice number from your accounting system and update the status of the invoice to CLOSED.