Adding a Manual Contractor
As a Subcontractor, use the Add Sub-Tier page to create Manual and VAT Invoice-Only Sub-Tiers (VAT Subs) on the system.
Note: An on-system organisation must be included in the period for its name to display on the Manage VAT Invoices page.
- From the Manage VAT Invoices or View VAT Invoices page:
- Choose the (+) symbol in the Organisation column heading to add a Manual Sub-Tier Subcontractor or Supplier under one of your Sub-Tiers
- Choose the Add Sub-Tier link from the drop-down next to the organisation under which the Supplier should appear to add a Manual Sub-Tier Subcontractor or Supplier.
The Add Sub-Tier page is displayed.
- Enter the name of the Sub-Tier. The auto-complete feature may provide a list of matching organisations
- Select the Sub-Tier organisation.
Note: A VAT Sub must have a Textura Organisation ID. This ID will display beneath the Organisation's name when you select it. If the Sub-Tier does not have an ID, the organisation will be added as a Manual Subcontractor.
- Select the project from the Project Drop-Down list.
- Select the contract from the Contract Drop-Down list.
- Complete the Contract and Service fields.
The Contract number is not required. If used, the contract number should be the contract between the Prime Subcontractor and the Sub-Tier organisation.
- Enter the organisation's tax ID. This VAT number is a nine-digit number following GB (for example, GB123456789).
- Choose Save.
A Status page displays, confirming the VAT Invoice information has been updated.
Tip
- Choose the arrow icon next to the Location field to see contact and address details for On-System Subcontractors. The location for Manual Subcontractors is included if it was added on the Record Sub-Tiers tab of your Billing Workflow.
- Notice Date
- Notice Amount
- Joint Checque
- Textura Status
- If you navigate to the Edit Contractor page from the Manage VAT Invoices page, you will not see a project or a contract drop-down list.
- View Informational Fields. Users cannot edit the following fields populated by the system:
- Subcontract Of
- Location
Last Published Wednesday, July 10, 2024