Need a report similar to the Insurance Report for vendors (4-1-1-41 thru 48) that tracks by date range expiring/expired insurance certificates.

When we send out Lien Waivers with our AP checks and receive them back we need a report - by job, that would help us see in one place if we have received all of them back without having to go into each job/options/lien waivers and print.

Comments

  • We need our lien waivers to be tracked and now there is nothing remotely close in Sage that does this well, AP or AR. This is a huge function for most of us. Please make it great!

  • Ditto! This cumbersome process needs a much better tracking system. It's almost entirely manual at this point because there is no way in Sage to manage this important function.