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.
by: Kelly R. | over a year ago | Accounts Payable
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.
I’m so glad to hear I’m not the only one struggling with this. Out of curiosity, what methods are you using to manually track these? I’ve gone back and forth between using Excel and tracking through the Certificates field for individual vendors. Nothing I’ve tried over the years has felt efficient or streamlined. The process is so cumbersome that it always seems to get pushed to the back burner during our busy season.