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Paperwork
Manage waste jobs from opportunity to invoice with Dsposal Paperwork.
24 guidesjobsinvoicingwaste managementSME
Start here in Paperwork
Begin with the clearest guide for this area, then move through the rest of the topic as needed.
Start here
Introduction to Paperwork
What Dsposal Paperwork does, who can open it, how the sidebar is organised and which guide covers each part
Guided tasks
In this topic
Start with the lead guide if you are new to this area, or jump into the specific task you need.
Paperwork Workflow Basics
How a piece of work moves from opportunity to quote, job, booking, invoice and purchase order, which steps you can skip and what each status means
The Home Page
Read your pipeline, the revenue about to expire, the sales and jobs with pricing gaps and what is waiting to be invoiced, and see why parts of Home can be missing for you
Trace and Reports
Follow a record's whole chain from first quote to final invoice, find work that has not been billed, and build, save and export reports from Paperwork
Managing Opportunities
Track deals through your sales pipeline, close them as won or lost, and convert a won opportunity into a sale
Sales: Quotes, Price Lists and Agreements
Create a sale, add waste lines, extras, carriers and disposal sites, send the quote, turn it into an agreement and raise a job from it
Managing Jobs
Raise a job from a sale, fix what the job check blocks, print the transfer paperwork, record what was collected and hand the job to invoicing
Scheduling Jobs
Book a driver and a vehicle onto a job from the scheduling board, move and unschedule bookings, and see why a job or driver is missing from the board
Asset Tracking
See which containers are standing at which customer sites, how siting actions and sited containers decide it, and how rental warnings work
Invoicing and Purchase Orders
Invoice jobs, see how VAT and due dates are decided, authorise, send and credit invoices, and raise supplier purchase orders from a job's costs
Managing Customers
Add customers and their sites, set the tax rate and payment term that drive invoice VAT and due dates, and fix the customer and site checks that block jobs
Managing Suppliers
Add the carriers and disposal sites you use, import their registrations from the Environment Agency register, record waste fates, and understand the registration warnings on jobs
Rate Cards
Record a supplier's agreed prices for waste and extras on a rate card, then pull them into the costs on a sale line
Managing Contacts
Keep the people and businesses you deal with, link them to customers, suppliers and sites, and mark drivers so they can be booked on the scheduling board
Members and Roles
Give people a Paperwork seat, control what they can do with roles and permissions, and set your own notification preferences
Numbering, Opportunities and Sales & Jobs Settings
Set document prefixes, your Sales & Job prefix, the opportunity pipeline and the rules that apply to sales and jobs
Finance Settings
Set invoicing rules, bank details, invoice terms and the default invoice email in the Invoicing & Finance tab
Email Settings
Send Paperwork emails from your own domain, choose who each type of email comes from and set the default quote email
Connect Xero
Connect Paperwork to Xero, map your nominal codes and tax rates, authorise invoices into Xero, and fix invoices that fail to sync
Digital Waste Tracking Settings
Add your DEFRA Digital Waste Tracking API codes, switch on automatic submission and map container types to DWT container types
Reference Data
Set up the lists Paperwork uses — tax rates, nominal codes, containers, departments, vehicles and more — and learn what depends on what
Set Up the Customer Portal
Invite customers and suppliers to the read-only portal, choose which sites and areas they can see, and know what they will and will not be shown
Customer Portal: Your Records
Sign in to the portal and find your sites, sales, jobs, invoices, documents and attachments, then download a list as a CSV file
Customer Portal: Reporting
Read your recovery and disposal figures, tonnage and cost for any period, understand why waste shows as having no declared fate, and download the data behind it
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