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Compliance requirements trigger each period

Certified payroll for example needs to be collected with each invoice, but it's cumbersome for users to create the same requirment each period.
John Woodis 11 months ago in Compliance 1

Split Payment Payee Details for Joint Checks

We need to split payments sometimes for joint check agreements. The split payments amount currently doesn't allow us to name who the payee is for those joint checks. We can only list the prime sub that the subcontract is assigned to.
Guest 3 months ago in Payments 0

Auto Generated Email Language for Invoices processing for Payment

The General contractor should be able to modify the wording of the email notification so that it is applicable for our policies and timeline to align with our subcontracts. The internal timeline of closing out the accounting month and issuing paym...
Guest about 1 month ago in Email Notifications 0

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...
Guest 10 months ago in Compliance 5

Arrow down to next line item and/or improve lag time between entries

When billing as a subcontractor there is a long lag time from when I enter a percentage to to when the amount populates. I will click down into the next line item and it won't enter because it is still populating the previous line item. Additional...
Guest 18 days ago in Subcontractor Billing 0

Drag and Drop Feature

Subcontractor billing section. There are multiple areas to upload a document and it is easy to grab the wrong file when you have to open and select. It would be much easier to drag and drop upload documents
Guest 18 days ago in Subcontractor Billing 2

It would be very helpful to add job titles for all the vendor members. This is especially helpful when you need to know who to email to address certain compliance needs.

Most software have this feature. It helps us end user communicate with our clients/customers.
Guest 18 days ago in Other 0

Restricting specific functions for users

See the attached ticket for an example. Users have too much freedom to do anything in the platform and it's causing issues and confusion. I need the option to be able to "lock down" some users to only perform certain functions. Thank you!
Becky Cannon about 2 months ago in User Roles & Permissions 0

Lower Tier Lien Waiver Task List

We would like a task list view dedicated to reviewing lower tier lien waivers. We would like for their to be a company level permission "lower tier officer admin" which can view all lower tier lien waivers across all jobs and a project level permi...
Becky Cannon about 2 months ago in Lower Tier Tracking 1

Download Pay App as PDF for off system notarization

We require notarization on our billing documents from our subcontracts. When a subcontractor downloads a Pay App to notarize it off system it downloads as an excel copy which can be manipulated or changed by the subcontractor. I would like all doc...
Jessica Grigsby 5 months ago in Subcontractor Billing 1