How to add a Contractor Disbursement and Recharging

This article is linked to approving and paying workorders.

This is an Arthur financial scenario whereby we want to account for a contractor disbursement we are recharging to an owner/tenant. Traditionally, this would be done via the contractor interface, with a contractor raising an invoice. This article will show you how to account for these scenarios without using the contractor interface.

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 the quick add section of Arthur, as shown in the image below. (You can also add the transaction directly within the Tenancy, Unit or Property Statements), see “How to Add Transactions” for more info.

add transaction

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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