Accounts Payable: Print Lien Waivers Accounts Payable: Print Lien Waivers
This program allows the operator to print lien release forms, which the vendor or subcontractor can sign to certify that payment was received, thereby releasing their lien on the property.
When Print Lien Waivers is chosen from the Accounts Payable Payment Menu, the following screen comes into view.
Create / Print Lien Waivers (tab)
The Lien Waivers from Most Recent Check Run tab will come into view by default. This tab lists all the vendors from the most recent check run that are selected for printing of lien waivers. This is regardless of whether or not a lien waiver was printed for this vendor during check generation. Note: Lien Waivers for a vendor will only be listed if in Vendor Entry, the Print Lien Waivers Box is checked for this vendor.
This screen allows the user to search for a desired Vendor by Vendor Number. Type the number of the desired Vendor and the first occurrence of that Vendor will be highlighted in the list of Lien Waivers.
Press this button to select the highlighted vendor. If the vendor is already selected, pressing this button will deselect the vendor.
Press this button to select all vendors in the browse window.
Press this button to untag (deselect) all vendors in the browse window.
Press this button and the Amount and Cutoff Date fields will allow for modification. Example:
Select Lien Waiver Type(s) and Print
This section allows the user to select any combination of the four Lien Waiver Types for printing. Select the desired Waiver Types by checking the corresponding check box. Choose from Conditional Progress, Conditional Final, Unconditional Progress, and Unconditional Final.
If this box is checked, the printed Lien Waiver will include a section at the bottom for a Notary Public to verify the signature.
Print Lien Waivers (button)
Press the Print Lien Waivers button and all selected Lien Waiver Types will be printed.
Lien Waiver from Previous Check Runs (tab)
The only difference in the buttons on this tab is the Delete Records button.
This option will delete all lien waiver records from the Previous Check Runs tab. A lien waiver record is created every time a check is printed for a vendor for whom the Print Lien Waivers option is selected in Vendor Entry. This is regardless of whether a lien waiver was printed for this vendor during check generation. When the Delete button is pressed, the following screen will come into view.
This screen allows the user to enter the desired limits for deleting Lien Waivers.
Select the Dates for which Lien Waivers will be deleted.
Select Dates (check box)
Activates the ranges defined on the next lines. This option may be used to select a range of dates or change only one date.
Limit by Check Date (radio button)
Select this option if the dates selected are Check Dates.
Limit by Cutoff Date (radio button)
Select this option if the dates selected are Cutoff Dates.
From
Enter the first invoice date or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button. The previous screen will come into view.
To
Enter the last invoice date or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button. The previous screen will come into view.
Select the Vendors for whom Lien Waivers are to be deleted.
Select Vendors (check box)
Activates the ranges defined on the next lines. This option may be used to change a range of vendors or change only one vendor.
From
Enter the vendor number or press the lookup button and the Vendors screen comes into view. Highlight the desired vendor and press the Select button. The previous screen will come into view.
To
Enter the vendor number or press the lookup button and the Vendors screen comes into view. Highlight the desired vendor and press the Select button. The previous screen will come into view.
Select the Jobs for which Lien Waivers are to be deleted.
Select Jobs ( check box)
If this box is checked, the From and To fields will be accessible. The job number should be entered in the From and To fields for which jobs should be listed. To print only one job, enter that number in both the From and To fields.
From
Selects the first job in a range of jobs or a single job. Enter the number or press the lookup button and the Job setup screen comes into view. Highlight the desired job and press the Select button.
To
Selects the last job in a range of jobs or a single job Enter the number or press the lookup button and the Job setup screen comes into view. Highlight the desired job and press the Select button.
Press the Yes button and all lien waivers will be deleted.
Click this button to create lien waivers for payments which did not originally require lien waiver forms. This may be because the "Print Lien Waivers" box was not checked in Vendor Entry prior to the payment being made. When the button is pressed, this window will appear:
Select the payment for which lien waiver should be created. The selected payment will now appear in the "Lien Waivers from Previous Check Runs" tab.
Change Date / Amounts (button)
There may be times when the cutoff date or one of the amount fields should be change for the printing of the Lien Waiver form. Highlight the desired and click this button. The Amount, Cutoff Date, and Disputed columns can be edited by hand.
This tab allows the user to track when each Lien Waiver was sent to the vendor and when a the signed waiver was received. When the Track Lien Waivers tab is selected, the following window appears:
The list box displays all the Lien Waivers in the system. The waivers can fall into three Lien Status categories, Not yet sent, Waiver sent, and Signed waiver received. Use the check boxes at the bottom to filter which category of Lien Waivers will be displayed. To change the status of a displayed Lien Waiver, highlight the desired record and click the Change button.
Use the fields in this window to update the dates the Lien Waiver was sent and signed, and to enter any comments. Also, the controls at the bottom of the window allow the user to print fresh copies of this Lien Waiver form.
Report Sample: Conditional Progress Lien Waiver
Report Sample: Conditional Final Lien Waiver
Report Sample: Unconditional Progress Lien Waiver
Report Sample: Unconditional Final Lien Waiver
