Adding a Supplied Payee - AU/NZ/Gross Pay

Description

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

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.

The proforma starting ID, Next ID and Last ID relate to the supplier rather than the individual payee. So it will show the supplier’s starting ID which will be the same ID for each payee linked to that supplier. The Last ID will be the last proforma ID generated for the supplier rather than for the individual. The Next ID will be the next number from the last proforma ID generated for the supplier.

Australia
- Payment Method
- Payslip Delivery Method
- Payslip Format Group
- Proforma fields
- Company Name
- GST Registered
- ABN Number
- Company Address Details
- Bank Details
- Superannuation details
- Benefit Details

New Zealand
- Payment Method
- Payslip Delivery Method
- Payslip Format Group
- Proforma fields
- Company Name
- IRD Number
- GST Registered
- GST Number
- Company Address Details
- Policy Expiry Date
- Schedular Payments
- Tax Code
- Exempt From Withholding
- Exemption Expiry Date
- Withholding Rate
- Apply ACC Employer Levy
- Bank Details
- KiwiSaver

Gross Pay
- Payment Method
- Payslip Delivery Method
- Payslip Format Group
- Proforma fields
- Company Name
- GST Registered
- GST Number
- Company Address Details
- Bank Details

Default Field Values

Below is a list of fields that have been defaulted with a value but can be updated to something else, if required:

For AU
- 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.

Unavailable Fields

Below is a list fields that are hidden from the supplied payee record:

Payslip Message - As payslips are not sent to the supplied payee, they are sent to the supplier, the payee payslip message is not applicable, and thus has been hidden.

Benefits

To assist users with creating a supplied payee record accurately.

Configuration

The supplier must be created before it can be attached to the payee.

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