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Add Source

A source is a pick-up location and is linked to a project. Before adding a transaction you will need to create at least one pickup location (source).

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

💡 The Sources menu option may have been renamed in your version of Payloader, for example it could be called: Sites or Warehouses.

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

Click the large plus icon âž• on the right hand side of the source register to display the Add source dialog.

Adding a new source​

Enter the source details:-

  • Name
  • Project: The source must be linked to an active project
  • ABN
  • Email address
  • Contact phone number
  • Xero ID: Customer ID from Xero accounting
  • Address details
  • Details / notes
  • Geo-fence radius: Used for automated timesheets
Add source screenshot​

Add source