In Quebec, general construction contractors doing business with subcontractors need to obtain from the subcontractor a certificate from Revenu Québec stipulating that it is in order, when the contract reaches a certain sum. They can keep the reference number of this certificate in Collabox and monitor the expiry date to ensure that they obtain a new certificate when necessary.
If you are in this situation, here is how to proceed in Collabox:
You must first enter the certificate number and the due date in the supplier form (the supplier being your subcontractor). If the provider has already been created, you can simply update it by adding this information. Otherwise, complete a new form.
Click on the icon Configuration. Collabox horizontal menu Go to the section Suppliers . Click on the name of the provider you want to update. Add the missing information and save the changes.Update a supplier
Collabox vertical menu, section Configuration
Page Update a supplier
The certificate expiration date will then appear in the list of suppliers.
Page List of suppliers
Then, when you will make a purchase order, you only have to indicate the supplier in the form, and the number and the date of certification will be automatically attached to it. The expiration date will therefore also be found in a column of the list of purchase orders.
Page List of purchase orders
Finally, the yellow dots to the right of the expiration dates tell you that the supplier exceeds $ 25,000 and that a certificate is required.