“Arghhh!!! The perpetual headache of managing what I need from my subcontractors! Our company is currently juggling seven jobs each with multiple subcontractors and material providers. Our accounts payable clerk Jeanine is away on maternity leave and this week her assistant Derek handed off checks to Tufnel Inc., who has not submitted a lien waiver since the job began eight months ago! They’ve still not submitted a general liability certificate and based on talk around the site water-cooler, we have every reason to suspect that we should begin jointing checks for their subs! We have 17 printed spreadsheets that we’re using to track waivers, preliminary notices and permits. 5 of those are illegible due to Rorschach like coffee stains. On top of it all the ibuprofen supply in the safety station medical kit has been emptied. There has to be a better way!”
Sound familiar? Never fear, in the upcoming 12.1 release, Sage Timberline Office (soon to be known as Sage 300 Construction and Real Estate) is here! After extensive customer research over the last year we’ve come to an important conclusion about compliance standards. There isn’t one! State to state, industry to industry, what is a ”make or break” item to track for one customer means nothing to another. When comparing process and procedure in California to Tennessee, you’d swear they were in different countries. We quickly realized any successful solution could never be “one-size-fits all.”
Sage Timberline Office customers have long had the ability to track lien waivers and insurance certificates but as state-laws and industries have changed, some are looking for more capabilities. In 12.1, we’re enhancing lien waivers to allow the generation of conditional and unconditional waivers at invoice or payment for primary and secondary subcontractors. We’re adding the ability to record preliminary notices (are you listening, California?) for these vendors as well. We’re making highly requested improvements to the way that insurance certificates can be expected for job commitments and how these relate to global vendor certificates. We’ve overhauled the secondary vendors and joint checks features. Yes. Cool stuff.
But wait, that’s not all. We’re also adding the ability to track weekly certified reports for primary and secondary vendors. We’re introducing functionality to create custom lists of vendor and job miscellaneous compliance items (W9s, permits, etc.). There’s also the robust-yet-intuitive central management grid tying lien waivers, insurance, certified reports and misc. compliance items together with the ability to set warnings, or even block payments for outstanding items by type. These options are sure to minimize the risk of items slipping-between-the-cracks. This is good news for Jeanine, who is looking to extend her family and terrific news for Derek, who would very much like to stay employed.
Alongside extensive enhancements to the interface and Electronic Payment generation, Sage 300 CRE version 12.1 is shaping up to be a release to remember.
However, you’re on your own for restocking the ibuprofen supply.