Adding a VAT Only Sub-Tier for Subcontractors

To add a VAT Invoice Only Sub-Tier (VAT Sub) from the Add Sub-Tier page:

  1. Navigate to the Add Sub-Tier Page for Subcontractors
  2. Select the On the Textura system (VAT only sub-tier) option.
  3. Select Select Organisation.

    A Select Organisation panel opens on the right side of the page.

  4. In the Select Organisation panel, begin typing the vendor ID, VAT ID, or name of the organisation you want to add as a VAT Sub.

    As you type, matching organisation names display in the table.

  5. From the list of organisation results in the table, select an organisation to act as a VAT Sub and then select Select.

    Don't see the organisation you wish to select as a VAT Invoice Only Sub-Tier?

    The organisation must be invited first. Select Invite Organisations to invite an off-system organisation to use the application.

    The panel closes and the organisation's name and location information displays on the Add Sub-Tier page.

  6. In the Service field, enter a description of the service provided by the VAT Sub.
  7. Optional. Complete additional fields:
    • Contract Number: The contract ID number for the VAT Sub
    • Contract Amount: The monetary value of the VAT Sub's contract
    • Notes: User-entered text about the organisation viewable by members of your organisation but not the VAT Sub
    • Notice Date: The date the VAT Invoice was received
    • Notice Amount: The amount of the VAT Invoice
    • Due on Site: The value for this field is set to what is entered on the Edit Document Status page.
  8. Optional. Add a VAT Invoice.

    From the Upload Notice section, either:

    • Drag and drop your file
    • Select the section to use File Explorer to upload your document.
  9. From the top of the page, select Add.
    • The application navigates to either the Manage VAT Invoices or View VAT Invoices page, depending on which page you used to access the Add Sub-Tier page.
    • A New sub-tier added message displays at the top of the Manage VAT Invoices or View VAT Invoices page. The message includes links to the Manage VAT Invoices by Period and Edit Document Status pages.