Subcontractor Statements

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When a period is closed, the CIS Subcontractor Statements are created for that period. While a CIS/RCT Period contains information about the payments deduction for some period of time, a CIS Subcontractor Statement shows information for a period of time and particular subcontractor/vendor.

Choose the 🔍 icon, enter CIS/RCT Period, and then choose the related link.
Choose the Drill-down button in the Statements field. If there were any payment for the closed period, you will be able to see detailed information on deductions, providing a comprehensive overview of the CIS Subcontractor Statement for the specified period and vendor.

In addition to accessing the CIS Subcontractor Statements from the CIS/RCT Period page, you can also use the CIS Subcontractor Statements report for the specific period to manage subcontractor statements. This report will display the statements for all subcontractors associated with the selected period.

When you run the report, you have the option to download the statements for all subcontractors as a ZIP file containing the PDFs. Alternatively, if you check the Send Emails option in the request page, each subcontractor will receive their respective statement via email.

To send statements to the subcontractors

Choose the 🔍 icon, enter CIS/RCT Period, and then choose the related link.
In the Reports action group you can find CIS/RCT Statements report.
Check the option Send Emails in the request page.
Press OK.

Note

For emails to be sent, the subcontractor’s email addresses must be defined in their Vendor Card page. If any subcontractor is missing an email address, the report will not execute, and no emails will be sent. Ensure all required email addresses are properly set before initiating the process.