It would be useful to regenerate a waiver from a past pay app in case something has happened with the attached PDF. Also, if something is attached mistakenly instead of the waiver and it slips through the approval process.
Lien waiver signatures need to be manual with audit trails
Lien waiver "signatures" are auto-generated, filling the name attached to the login. This creates several invalid waivers when: The member name is incomplete or incorrect (no last name or an email for a last name)_ vendors share login credentials ...
Under Payments and Waivers >Invoices it would be great if you could filter by locked unconditionals. We have some vendors that get behind and need reminders to log in and verify payments. It would be helpful to filter by locked/unlocked status....
Reminders for subs to acknowledge payments/release unconditional
Right now, I’m going through and leaving individual comments for each one, but I feel like there should be a better way. We are essentially still having to chase these. I saw in an old payment training video in the help center that it would alert ...
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