Tip : Creating Contracted Works

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Step 01

  1. Contracted Works :

    The "Create Contracted Works" button will only be visible if you have the required permission. Tapping it will open a "Create Contracted Works" popup.

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Step 02

  1. Create Contracted Works :

    Give your Contracted Works a title that everyone involved will understand.

    Add a brief description of the works being carried out. You might want to include a reference to the relevant contract here.

    The “Save” button will be disabled until you have completed all the required fields.

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Step 03

  1. Assign Organisation :

    Select the relevant supplier from the list.

    If a supplier is not on the list, please see the Invite Payee section in your onboarding wiki.

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Step 04

  1. Select Bank Details :

    Select your supplier’s bank details from the list. This is to ensure you’ve picked the correct payee.

    If the bank details are not on the list, please contact [email protected].

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