How to create a contractor

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

1. 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.

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

      • 'FINANCIAL CONFIGURATIONS' section is linked to your connected accounts package (Xero, MYOB or QuickBooks)

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

      • '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.

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        8. Once all of your information has been inserted, you have two options to save the rate card.

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        1.  'ADD DISABLED RATE CARD' This option allows you to keep editing the rate card for further changes and customisations, your operations team will not be able to see this rate card until it is enabled.

        2. 'ENABLE AND ADD RATE CARD' This option allows you to release the rate card for use by your operations team but can still be edited when required.