Vendor compliance

Vendor compliance management lets you track insurance and miscellaneous compliance items (such as licenses) related to vendors. Compliance validation occurs when you pay vendor bills in Account Payable.

Ensure that your vendors provide the required compliance documents before you pay them. The Vendor Compliance subscription helps you track compliance-related documents, such as proof of liability insurance or business licenses.

The Vendor Compliance subscription is included with your Construction subscription, but you must turn it on separately (Company > Admin tab > Subscriptions). After your subscription is turned on, assign compliance permissions in Purchasing.

Turn on the Vendor Compliance subscription so that you can:

Set up compliance definitions to establish how documents are validated and what happens when a document is missing or expired. Validation is based on either receipt of a document or an expiration date.
Specify whether payments are blocked or a warning appears in Accounts Payable if a vendor has an expired or missing document.
Create compliance types for each type of document that you need to track.
Associate compliance definitions with one or more compliance types.
Create compliance records for your vendors or commitments. Create one compliance record for each of the vendor's documents that you need to track.

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