When indexing Certificates of Insurance in Sage Paperless, auto update AP Vendor Set-up Insurance. As of right now there is no point to index in Sage Paperless, since you can't pull any reports regarding this information, and then have to re-enter all the information into AP Vendor Set-up AND/OR the Subcontractor Compliance Management in the Tasks menu.

by: Theresa H. | over a year ago | Other