Siteline makes it easy for you to read AP invoice data from your ERP to help fill out the "amount" field on lien waivers when requesting them from your vendors.
Prerequisites
The project that you are requesting for must be linked to a job in your ERP. You can check this by going to the Billing module, selecting the project, and clicking the Settings tab at the top. You should see a project listed next to ERP. If not, you can click "Edit" in this section and assign one.
Note: this is automatically set for you if you create the project from your ERP originally.
The vendor that you are requesting must be linked to a vendor in your ERP. You can check this by finding the vendor and visiting the settings page for that vendor. You can do this by clicking on the name of the vendor when looking at their lien waivers. From there, click the Vendor Info tab.
Requesting lien waivers
If a lien waiver has an amount field, you will see the amount section show up. Note that not all lien waivers have an amount field (eg. many unconditional final lien waivers do not). Siteline is smart enough to know which ones have them and which ones don't. If it doesn't have an amount field, this section is hidden from you entirely.
A Calculate from [ERP NAME] button will show up to the right of the amount field. Click on that and we will search for invoices from your ERP for that vendor, that project, and that billing period
All invoices that are found will be shown. You can also adjust the dates to search for more invoices. Check all relevant invoices and click Update amount.
Siteline will automatically fill in the amount field with the total. We will also update the note with a listing of all invoices included in the amount. This is to help the vendor understand how the amount field was calculated.
If the amount is wrong, you can always change it (and the note as well). We are simply autofilling these fields for you when you request it, but you can always clear them and recalculate from Sage again.