Generating Waivers By Job Using The AP Invoice Feature

Users that have a connection to their ERP systems can use data from their Accounts Payable data tables to generate waiver forms using either check or invoice data. 

      1)  Click on the Add Waivers Button located at the top of the program to access the Generate Waivers Dialog Box.

      2)   From the Generate Waivers Dialog Box, select the Job from the Job Pull-Down Menu. Then select the Waiver Form from the Waiver Type Drop-Down Menu.

      3)   Enter a Through Date in the Through Date Field. Note: The through date will automatically pre-fill according to how the Through Date was set from the Job Level Lien Waiver Config 

      4)   Enter the date that you want to receive the signed waiver back from the Vendor in the Due Date Field. If the current date exceeds the Due Date, then Greenlight will flag the Vendor as non-compliant, and a warning will be added to Out of             Compliance Dashboard and the Outstanding Lien Waiver Reports. 

      5)   Click on the From AP Invoice Button. 

      6)   If you have multiple AP Invoice Queries, select the query you want to use from the Retrieval Query Pull-down menu. 

      7)    Enter the date range for the check dates or invoice dates in the From and To Date parameter fields.  Click on the Retrieve Button.

      8)  The Grid will display all checks or invoices found for the given job from your ERP AP data tables.  If you have a check record for a Joint Payee that does not have an Accounting Vendor Number, you might need to match the       check record to a Vendor Record in Greenlight.  Click on the Blue Window Button. 

      9)  Select the Vendor from the list and click the Select Button.

      10)  If you do not want to use a check or invoice record, click on the X Button.  You will need to Match or remove the records you don’t want before Generating the Waivers. 

      11)  Once you have Removed and Matched the records, click on the Select All Button and click the Add Button.

      12)  The Generate Waiver Grid will display the amount, check and invoice data.  The grid will also display vendors that did not receive a check, but are still active on your project incase you need to still collect a $0 waiver from          them. You can update data on the Grid by clicking in any of the Cells. 

      13)   Once you have edited the data, click on the Select checkbox for all the waiver records you want to Generate click on the Select All Non-Generated button to quickly select all the Waivers from the Grid. 

      14)  Click on the Generate Button.

      15)    Once the waivers have been generated, the users can email the waivers to the Vendors by selecting the Email Template from the top right of the screen and clicking on the Email Button.  (Note: Review Creating Email                 Templates to learn how to create waiver email templates)

      16)  If you want to print the forms, you can click on the Print Button.