This article looks at:
An invoice can only be provided by the contractor and it contains transaction/s
A transaction is the financial transaction line on a statement
a/ Manually – If a contractor sends in an invoice from outside Arthur the transaction will need to created manually and the invoice uploaded. The transaction type used when adding the trasnaction will be “Disbursement charge (Recharge)”
Added manually can be within a workorder or not related to a workorder but must be related to a contractor
b/ Via the contractor app– The contractor can create an invoice on Arthur app which when submitted creates simultaneously the invoice and the transaction. The transaction type used when added will show up as “charge from contractor”
The two transaction types below show their origin:
Go to the workorder>statement>add transaction
In the example below
*Xero and QuickBooks users must pay their contractors in the respective accounting software.*
Go To Financials > Unpaid Invoices
There are two options
This will now be displayed on the index page as recharged to be paid off
In addition to the above invoices can be paid off in
Go to Contacts > Contractors > *Click the eye of the contractor* > Statement>transaction>pay off charge
Contractor remittance screen
Go to Financials > Contractor Remittance>transactions
To have control of the payor and markups ensure the toggle switch below is unticked otherwise Arthur will simply add all invoices generated this way to the owner account.
preferences>financial settings>toggle switch
Go to Financials > Contractor Bills or Unpaid Contractor Bills
In order to batch remit to your contractors you must first ensure the transactions are authorised.
The are two ways contractor bills may be authorised.
Automation authorisation A contractor bill attains the authorised status once the related tenant/property owner transaction is paid off/reconciled or remitted.
Manual authorisation: by selecting a transaction with status funds not reserved you will be taken into another screen where you can then manually authorise it for payment transaction.
Select the relevant transactions that are being paid to the contractor.
Note: transactions with status funds not reserved means either the related tenant/property owner transaction is unpaid or there is not related tenant/property owner transaction for the contractor bill.
Below is an example of a transaction with status funds not reserved. In order to remit you need to authorise the transaction as shown below.
Go to Financials > Unpaid Contractor Bills.
Once you have remitted then Batch print PDF, Share Via Email or Export. Once this is done you should set as paid to clear your list of remittances
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