How to create a new contractor?

1. On the left navigation bar, locate ‘FINANCE' and click on the tab 'CONTRACTOR RATES’.

2. To start making a new contractor, click 'ADD COMPANY CONTRACTOR'

3. General contractor details like the name, ABN number, address and emails are required to create a new contractor.

4. Additional information like a descriptor for third party accounting platforms, a description and additional charges and levies can be added.

5. 'FINANCIAL CONFIGURATIONS' section is linked to your connected accounts package (XERO, MYOB or quickbooks)

6. Linking to these allows payments to be lodged against the contractor.

7. 'FINANCE ZONES AND LOCATIONS' section works in a similar way to customer finance zones. Setting up specific postcode  zones allows you to set specific contractor based payments

Please note contractor tabs pertain to API integrations

8. Once all of your information has been inserted, click save to complete creating a new contractor.