How to handle contractor invoices

How are these added

  1. Manually – these have the transaction type “Disbursement charge (Recharge)”
  2. Via the contrcator app– these have transaction type “charge from contractor”

Where can they be added manually to

Hierarchy will play a part in who is responsible when a contrcator invoice is added with a relationship to:

  1. property- Payor options here is only owner
  2. unit- Payor options here is only owner
  3. tenancy –Payor options here is tenant or owner
  4. workorder-  Payor options here is tenant or owner

Where to view unpaid contractor invoice

The two transaction types below indicate the following:

  • Disbursement charge (recharge) was added manually
  • Charge from contractor was added via the app

 

 

How to add the invoice manually

In the example below

  • Transaction type as below
  • Choose contractor
  • Payor
  • Amount
  • Mark up if applicable

How to deal with invoices generated via the app

To have control of payor and mark ups ensure the toggle switch below is unticked. If all invoices generated this way are to be passed to owner account ensure ticked

Financials>finacial settings>toggle switch

 

 

How to recharge and pay off an invoice

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

Go To Financials > Unpaid Invoices

Their are two options

  1. Pay off the charge
  2. Recharge to tthe owner or tenant and add a mark up – Only the mark up shows on the respective statement
  • Recharge
  • Paid by owner or tenant
  • Add mark up

This will now be displayed on the index page as recharged to be paid off

Pay off

 

 

 

 

In addition to the above invoices vcan be paid off in

  1. The contractor statement,
  2. The contractor remittance screen

Contractor statement

Go to Contacts > Contractors > *Click the eye of the contractor* > Statement>transaction>pay off charge

Contractor remittance screen

Go to Financials Contractor Remittance>transactions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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