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For AU/NZ and Gross Pay countries, once you have added a payee, follow these steps to assign a supplier to payee. This relates to specific data for the supplier and not other mandatory fields that may/may not have been provided:
Step | Description |
|---|---|
1 | Select the Tax Type: AU - Company NZ - Contractor Gross Pay - Contractor |
2 | Select the Payee Type of either 3rd Tier Agency or Umbrella. When doing so, this will add a lookup to the Contractor/Company Company Name. |
3 | In the section Contractor/Company Tax Details, the Company Name field will become a read-only field. Click on the 3 dots to display a lookup to select the supplier. The supplier list will be based on the Payee Type selected. |
4 | Select the required supplier. When selected, the data that is contained in the supplier record will be inherited onto the payee and these fields are not editable as they are controlled data from the supplier. If there are any changes that need to be made to these fields, this will need to be applied from the supplier which will then update all payees linked. The exception to this is the Contractor Payment Terms. |
5 | Apply any other changes needed. |
6 | Save the record. |
Non-Editable Fields
Below is a list of fields that cannot be changed as it is controlled by the supplier record or are not relevant for supplied payees.
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Australia
Payment Method
Payslip Delivery Method
Payslip Format Group
Proforma fields
Company Name
GST Registered
ABN Number
Company Address Details
Voluntary Agreement
CIR Applies
Bank Details
Superannuation details
Benefit Details
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Below is a list of fields that have been defaulted with a value but can be updated to something else, if required:
For AU
Voluntary Agreement will be unchecked.
CIR Applies will be unchecked.Superannuation Exempt field will be checked on.
For NZ
KiwiSaver status will be defaulted with Ineligible.
Exempt from Withholding will be unchecked.
Schedular Payments will be unchecked.
Tax Code will be unchecked.
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