How can I see a list of Contractors to pay?

Zenya Allen
Zenya Allen
  • Updated

A list of Contractors whom have money available to be paid can be found on the Organiser or by Multiple Contractor Payments.

You're also able to view a list of all Contractors who have either a zero or negative balance. Clearing these can help identify anyone who owes money or where corrections have been made and the Contractor payment needs to be cleared.

This article includes: 

Contractors to pay on the Organiser

  1. Click Reporting on the main toolbar
  2. Click Organiser on the dropdown menu
    1. Alternatively click the folded page icon on the toolbar
  3. Contractors to pay - Click Calculate
  4. A message will appear with details to select either a Option 1 or Option 2. 
    Option 1 is recommended
    1. Click on the headings to reorder your list
    2. Click in the blue line under the headings and type to search in a column
    3. Click on the end of the line to select the Contractor, highlighted in blue
    4. Double click on a line to open the Contractor Information, where you can run Pay Contractor
      For more information on How do I pay a Contractor, click here
  5. Once you have carried out Pay Contractor, return to the Organiser
  6. The Contractors whose payment you have completed will show Paid in the Amount column

Cash available - Option 1

  • This only includes Contractors where the money is available to pay the expenses

Within Payment Terms - Option 2

  • This shows all Contractors whether there is cash available or not

 Best practice

We suggest carrying out Option 2 every month to ensure there are no Contractors who should be cleared that might have a zero or negative balance

Multiple Contractor payments

You can pay more than one Contractor at a time using the Multiple Contractor Payments feature.
For more information on Can I pay multiple Contractors at the same time, click here

 Did you know...

There is also a troubleshooting article on How do I know if a Contractor has been paid? which you may find useful