Angus (Admin/Automation User)
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Recent activity by Angus (Admin/Automation User)-
How to add contractor with milestone-based settlements?
When hiring a contractor with milestone-based settlements, the process includes selecting the milestone rate type and adding milestones. Tour overview Description When hiring a contractor with...
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How to manage the contractor's milestones?
Tour overview Description The milestones management feature allows companies to efficiently oversee the progress and payment of contractor milestones. The milestones are categorized as pending...
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How to bulk import multiple contractors?
You can mass import multiple contractors using a CSV file template provided during the process. Tour overview Description The platform provides a mass import option for adding multiple contrac...
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How to deactivate contractor's auto-generated draft payments
Description Auto-generated draft payments are scheduled transactions that are automatically created based on your recurring billing settings. These can include subscriptions, memberships, or a...
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How do I amend a contract?
Description: You may need to amend contractor contracts for various reasons, such as changes in project scope, budget adjustments, or performance issues. The contract termination method allows...
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How to Set Up Bi-Weekly Payment Frequency for Contractors?
Step-by-Step Instructions Follow these steps to set up bi-weekly payments for your contractors. 1. Navigate to the Contractor’s Profile From the dashboard, go to the "Team" section to vie...
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How to Extend a Contract for a Contractor?
Interactive Demo: Try It Now! What’s This About? This article provides a simple, step-by-step guide to help you extend a contractor’s contract. This guide ensures you follow the proper steps t...
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How to Change a Contractor's Receiving Currency?
Interactive Demo: Try It Now! What’s This About? This article helps you change the receiving currency for a contractor, ensuring they receive payments in the correct currency according to the...
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How to review public holidays?
What’s This About?This article guides you through reviewing public holidays in the Client App. By following these steps, you can verify the public holidays for your organization based on country, ...
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How to add time-off request for a contractor?
Interactive demo What’s This About? The company can facilitate time-off requests for contractors by initiating the process. This involves selecting the contractor's contract, choosing a reas...