How to Add Contractor Disbursements

This is an Arthur financial scenario where the PM wants to account for a contractor disbursement and is recharging to an owner/tenant. If your contractors raises invoices then please use this article for guidance Recharging Invoices Raised through Contractor App


To add a transaction to a workorder go to the workorder in question >add transaction or quick add>add transaction (relate it to the workorder ref number)


Step 1: Adding the transaction

The transaction type that we will be adding is called a ‘Disbursement Charge (Recharge)’.

We will be adding it from within a Tenancy, as shown in the image below. (You can also add the transaction directly within the Unit or Property Statements), see How to Add Transactions for more info.

The difference between the Contractor amount and Property Owner amount is the mark-up. (In this example our mark-up is £50)

Step 2: Locating Contractor transactions and how to pay them off

*Xero and QuickBooks users must pay their contractors in the respective accounting software.*

“Arthur only users” can pay off contractor transactions in 3 ways: on the contractor statement, the contractor remittance screen or on the unpaid invoices screen as shown below.

1.  Go to Contacts > Contractors > *Click the eye of the contractor* > Statement:

2. Go to Financials Contractor Remittance:

3. Go to Financials Unpaid Invoices:

Step 3: How to deal with the related charge to Property Owner/Tenant

Disbursement charges to property owners will be deducted from remittances to the property owner. Disbursement charges to tenants will be reconciled with the amount paid by tenants.

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