The vendor lien release section currently only pulls dollar amounts for paid invoices. When invoices are paid the supplier/subcontractor provides us an unconditional release.
There is a section to select the Conditional Release Type although it does not pull the sum of the open invoices. I manually create conditional releases for my suppliers to submit with draw requests to owners. It would be helpful to generate these releases in Spectrum with the information already in the system.
The owner lien release function works as it pulls the amounts by invoice date. Also it allows to put in the exceptions on conditional releases. And for the unconditional releases it allows to enter the actual payment amount. We just need this same functionality on the AP side as well.
Company | Atascadero Glass, Inc. |
Job Title / Role | Controller |
I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Spectrum currently allows vendor lien releases to be generated only after the registry is updated. The current function works if you're printing checks because you can physically hold on to the check until you receive the completed release back.
With the mail fraud on the rise, we want to switch to Spectrum's electronic payments, but we would need Spectrum to generate the vendor lien release prior to updating the registry (which would release the NACHA file) so the vendor doesn't get paid BEFORE we can send them the release.
I've reached out to support and the solutions offered so far is to go back to printing checks, or to use external software (Excel/PDF) to generate/populate the releases. Spectrum is geared toward to construction industry, and lien releases are a common and integral part of the industry, so there should be a way to do this without it being external.
As was mentioned, modifying the criteria for generating the vendor lien release's based on something other than check date is a neat idea, similar to the Owner's release on the AR side. Thanks for your consideration.
Yes.....this is very much needed without pay for a custom.
Agreed. Seems like a simple fix & would be so helpful!