Add compliance documents needing review to task list
Customer would like to see compliance docs that need review in the task list - or at least somewhere in the app. Emails are noisy and easily lost and when you have a lot of projects, manually checking each one is too cumbersome.
It would be useful to add such things as a subcontract to sign, or a request to sublet, or minority documentation and goals. As a compliance item when inviting vendors to a project. Making this program a full subcontract management application.
I would like to be able to click into a project, click compliance, then see at a glance which vendors are completely in compliance. As it is I have to first sort by vendor, then check each individual line to verify. Visually its very clunky.
Require document review/approve before approving invoice
On first level approvers, require all subcontractor uploaded documents to be opened, reviewed and approved before allowing the approval of the invoice. The next reviewer(s) can be assured that the documents have been reviewed for compliance before...
Add Description field for uploaded compliance documents.
The current automatic naming for uploaded Compliance documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to review compliance at a high level.
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