FastTrack360 Version 12 Online Help
Adding a Supplied Payee (AU)
- Miriam Cox
To add a supplied payee, follow the steps below:
Step | Description |
|---|---|
1 | Select the Tax Type Company. |
2 | Select the Payee Type of either 3rd Tier Agency or Umbrella. When doing so, this will add a lookup next to the Contractor Company Name to pick the supplier. |
3 | In the section 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:
Payment Method
Payslip Delivery Method
Payslip Format Group
Proforma fields
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.
Company Name
Business Trading Name
GST Registered
ABN Number
Company Address Details
Bank Details
Below are fields that have been disabled as they are not applicable to supplied payees:
Voluntary Agreement
CIR Applies
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.
Classification-Public