RCTIs register
Use the RCTIs register to view, edit and send RCTIs to your accounting system.
Choose the RCTIs
menu option from the left hand menu to access the RCTI register.
💡 The RCTIs menu option may have been renamed in your version of Payloader, for example it could be called:
Supplier invoices
orPurchases
.
On mobile, first click the hamburger menu icon in the top left of your screen then follow the instructions above.
RCTI filters​
Click the icon on the upper right of the screen to display the RCTI filters.
Additional filters​
Additional filters are also available in the title area of the RCTI register.
- All: If no filter selected Payloader will search a range of key data fields (eg ID, name, notes etc)
- Source
- Sub-contractor
- Driver
- Vehicle
- Vehicle type
- Document ID
Add RCTI​
New RCTIs are created from the Docket register, see Create supplier invoices.
RCTI details​
Click on the corresponding RCTI line in the RCTI register to open the RCTI details screen.
Alternatively, click the menu icon at the end of the corresponding RCTI line and select View details
.
Edit RCTI​
See Edit RCTIs
Delete RCTI​
Click the menu icon at the end of the corresponding RCTI line and select Delete
. You will be prompted to confirm you choice.
💡 Deleting an RCTI will remove any RCTI data from corresponding docket lines, these lines will need to be re-invoiced from the Docket register, see Create supplier invoices.
Note: The Delete
menu will not be available if the document is closed, currently with a driver or the current user does not have the correct authority to delete the document.
Delete multiple RCTIs​
Select the RCTIs to delete using the check-box to the left of each line.
Click Select action
from the select-box and select Delete selected
then click the CONFIRM
button.
Click the SUBMIT
button to delete the selected RCTIs.
Customise RCTI columns​
See customisation.
Export RCTIs​
Select the RCTIs to be exported using the check-box to the left of each RCTI.
Click Select action
from the select-box and select Export selected
then click the CONFIRM
button.
Select the export type:-
- Export RCTIs: Predefined column selection
- Export RCTI lines: Predefined column selection
- Export docket lines: Exports related docket lines - Predefined column selection
- Export selected columns: Exports columns currently displayed on the screen
Click the SUBMIT
button to export the RCTIs or RCTI lines.
Print RCTI report​
Select the RCTIs to include using the check-box to the left of each RCTI.
Click Select action
from the select-box and select Print selected
then click the CONFIRM
button.
Enter the report title if required.
Enter the report type if required.
Select page details: Landscape/Portrait and page size.
Select the print type:-
- Print RCTIs: Predefined column selection
- Print RCTI lines: Predefined column selection
- Print docket lines: Prints related docket lines - Predefined column selection
- Print selected columns: Prints columns currently displayed on the screen
Click the SUBMIT
button to print the RCTIs or RCTI lines.
Update RCTI status​
Select the RCTIs to be updated using the check-box to the left of each RCTI.
Click Select action
from the select-box and select RCTI status
then click the CONFIRM
button.
- Select the RCTI status: Entered, Approved, Review, Sent, Unconfirm
- Enter RCTI notes if required
Click the SUBMIT
button to update the RCTIs.
Update Stat. dec. data​
Select the RCTIs to be updated using the check-box to the left of each RCTI.
Click Select action
from the select-box and select Stat dec data
then click the CONFIRM
button.
- Select the Stat dec data: Entered, Approved, Review, Sent, Unconfirm
- Enter Stat dec notes if required
Click the SUBMIT
button to update the RCTIs.
RCTI charts​
See RCTI charts