Compliance

Previously there was the ability to delete uploaded documents in the compliance and vendor section. We have numerous companies that are using this software for the first time uploading nonrelated documents. It would be nice to be able to fix this....

Certified payroll for example needs to be collected with each invoice, but it's cumbersome for users to create the same requirment each period.

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...

Example: closeout documents need to be triggered when the subcontractor bills for retainage.

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.

Would be great for multiple vendors COI to be downloaded by bulk.