Electronic Payments
- Issuing ACH Payments
- Configuring Sub Bank Account Linking
- Setting to Expedite Subcontractor Payments Onboarding
- Electronic Payments Webinar Recording
- Adding Payment Permissions to Team Members
- Updating Project Pay Period Status
Project Setup and Maintenance
Subcontract Setup and Maintenance
Requirements, Controlled and Uncontrolled
Review, Approve, and Decline Subcontractor Pay Apps
Subcontract Change Orders
Retainage
- Releasing Retainage on a Subcontract
- Un-Releasing Retainage
- Generate Final Bill
- Changing a Contracts Retainage Rate
- Changing the Retainage Rate for Schedule of Values Line Items
- Turning on Automatic Retainage Reduction on a Project
Adding and Managing Vendors (Subcontractors)
Compliance Management
- Compliance Templates
- Compliance Management Training Webinar Recording
- Setting Up Project Level Compliance Requirements
- Setting Up Vendor Level Compliance Requirements
- Uploading Compliance Documents by General Contractor
- Uploading Compliance Documents by Subcontractors
Unconditional Waiver Management
Lower Tier Management
- Lower Tier Subcontractors & Suppliers - A Complete Guide (for general contractors)
- Edit Payment Amounts for Lower Tiers
- Activating Lower Tier Document Collection
- Adding Lower Tier Suppliers
- Editing & Removing Lower Tier Suppliers
- Uploading Lower Tier Documents