Audience: accountants and project managers.
Can Siteline handle our lien waiver tracking?
Yes. Siteline pulls vendor data from Sage 300 CRE into the vendor module, allowing you to manage lien waivers in one place. While vendor imports are user-initiated, once added to a project, Siteline helps you streamline waiver requests and reduce back-and-forth.
Does Siteline support unapproved change orders?
Yes. You can track both approved (from Sage) and unapproved COs (created in Siteline) in a shared view.
Is retention supported?
Yes, but due to Sage 300 CRE limitations, retention amounts tracked in Siteline will not sync. They must be added manually in Sage.
How long does integration setup take?
Most customers are fully connected and syncing data within a few days of onboarding.
An approved change order in Sage isn't showing up in Siteline yet — what should I do?
When new data is entered into Sage, like an approved change order, it can take 5–10 minutes for that information to be made available for syncing to Siteline. Wait a few minutes and refresh.