Lien waiver compliance overview

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

A lien waiver is a document between two parties that states payment is made for work performed or material supplied. When a vendor signs a lien waiver, the supplier waives their rights to file a claim or place a lien on the customer or the location where work was performed. A signed lien waiver acknowledges that the supplier is paid.

Sage Intacct generates lien waiver compliance records automatically. You can print or email lien waivers for suppliers to sign. After you receive a signed lien waiver, you mark the compliance record as received. However, if you do not receive a signed lien waiver, you can withhold future payments from the supplier.

The Supplier Compliance subscription is included with the Construction subscription, but you must enable it. After you enable the Supplier Compliance subscription, assign compliance permissions in Purchasing.

Set up lien waivers

Sage Intacct generates lien waivers associated with an AP (Accounts Payable) AP purchase invoice or an AP payment for a commitment (a Purchasing order). The commitment must be based on a Purchasing transaction definition that is the primary document. To set up lien waiver compliance records, do the following:

Manage lien waivers

From the Compliance Records page, you can do the following:

  • Track lien waiver details.

  • Print or email lien waivers.

  • Mark a lien waiver as received.

  • Attach documents.

  • Mark a lien waiver as the final one for commitment.

  • Delete lien waiver compliance records.