Construction

Generate lien waivers for secondary suppliers

You can now automatically generate lien waivers for secondary suppliers on AP bills, all payments, or joint checks.

Details

We have introduced two new settings for generating AR sales invoice lien waivers and payment lien waivers.

  • Generate additional AR sales invoice lien waivers checkbox: Select this checkbox to generate an additional lien waiver for the secondary supplier whenever you create an AR sales invoice and generate a lien waiver for the primary supplier. This secondary supplier lien waiver is identical to the primary supplier lien waiver.

  • Generate additional payment lien waivers: Select to generate for joint cheque payments or to not generate at all. Optionally, you can select to generate secondary supplier lien waivers for all payments.

We advise caution with the Generate for all payments setting, as it can generate a very large number of lien waivers. Lien waiver creation follows the rules set up on the compliance definition.

Secondary vendor tab on a purchasing subcontract showing Secondary vendor's name, joint payee's name, and Generate additional invoice lien waivers checkbox selected. Generate additional payment lien waivers is selected, showing options Generate for joint check payments only, Do not generate, and Generate for all payments.

We have also added a Secondary supplier name field to the compliance record. This text field is automatically populated with the secondary supplier's name from the Secondary supplier tab on the primary document, but you can edit it as needed.

Compliance record information screen showing a populated Secondary vendor name field in the Compliance details section.

 

Permissions and other requirements

Subscription

Purchasing

Accounts Payable

Projects

Construction with the Vendor Compliance subscription enabled
Regional availability

  • Australia

  • Canada

  • United States

  • United Kingdom
User type

  • Business

  • Project manager
Permissions

Accounts Payable

  • Vendors: List, View, Edit

Construction

  • Compliance records: List, View, Edit