Manage Imported Lien Waiver Invoices
The Lien Waiver AP Invoice Import feature allows users to import invoices and check data from their Accounting Software to create waivers. Once the check and invoice data has been used to generate a Waiver Record, the Application will store the data and prevent the same check/invoice data from populating in future Ap Invoice imports. If you need to reset the check/invoice data, you can use the Invoice Reset feature to reset any used check data for future use. This section will review how to manage imported Lien Waiver Invoice data from the Accounting System.
1) Once a user has generated a Waiver Record using AP Invoice/Check data imported from the Accounting System, the Application will store that data so the Invoice/Check data will not appear again on a future import using the same date range. If you need to generate a waiver using previously imported data, then you can reset the AP/Invouce/Check data.
2) Click on the Lien Waiver Generator
Button located at the top of the screen.
3) Select the Job, Waiver Type, Through Date and Due Date for the Waiver you want to Generate.
4) Click on the From AP Invoices
Button.
5) Click the Manage Invoice Button in the lower right corner.
6)
Click the Select Button next to the
Check/Invoice record(s) that you would like to reset. Click the Delete Button when done to
reset the records
7)
The check and invoice data will now be available
when importing data from the Accounting System.
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