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Compliance

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Sage Intacct - Compliance Integration

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Jack Speshock 4 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 4 months ago in Companies / Compliance / ITB (Invitation to Bid) 3 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker 9 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker about 2 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.
Guest 4 months ago in Compliance / Detail Report Templates 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest 4 months ago in Companies / Compliance 1 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl 8 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl 8 months ago in Companies / Compliance / Custom Definable Forms or Entry Screens / ITB (Invitation to Bid) 4 Future consideration

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest 8 months ago in Companies / Compliance 1 Already exists

Add Additional Insurance Data Entry Options for Vendors

When adding insurance information for a vendor, there is only one amount field in there. It would be good to be able to fill out the limits within fields on that screen as well. Using the ACORD COI template, for example, General Liability Insuranc...
Dario Tomic 10 months ago in Companies / Compliance 0 Future consideration