A subcontractor in Mendato is an external person or company that provides services. Subcontractors are scheduled as executors for operations and billed via credit notes. Through the subcontractor portal, they have access to their operation planning and service receipts.
Create Subcontractor
📍 Master Data > Subcontractors > New Subcontractor
Enter the following information:
Name of the subcontractor
Address (street, house number, postal code, city, country)
Contact information (email, phone number, and fax and website if applicable)
Tax details (tax number, VAT ID – if required)
DATEV Account (optional) – the subcontractor's creditor number in DATEV. It is used for the DATEV export. If you leave the field empty, the default creditor account applies. More on this: Maintain DATEV Account and Revenue Account in Master Data.
Additional Information
After the subcontractor has been created, you can add bank accounts and contact persons if needed. These fields are available in the subcontractor's detail view.
Plan & Bill Subcontractors in an Order
To bill the subcontractor, add them as an executor in an order. This way, the subcontractor's services can be billed directly in the order. This automatically creates outstanding credit note items in Accounting.
Further reading:
Subcontractor Portal
The subcontractor can receive access to a dedicated subcontractor portal where they can view the operation planning and digitally sign service receipts. Access to the portal can be activated directly in the subcontractor entry.
Further reading: Activate the Subcontractor Portal & Share Operation Planning