Clients Module Features
- Organized database for maintaining a list and Profile of your company's customers, vendors, subcontractors, architects and so forth
- Shipping and billing addresses and company contact with phone numbers are accessed by Accounts Payable, Accounts Receivable and Job Cost
- Customers can be linked to a sales tax district for automatic calculations
- Vendors can be linked to default job cost phase, e
xpense account, payment terms and discount %
- Client Profile offers 10 user-defined fields to track expiration dates or items completed/verified, such as Workers' Compensation, General Liability Insurance and Additional Insured
- Fields can be linked to Accounts Payable to alert of Profile violations before checks are generated.
- Track liens and releases by job, vendor and supplier
- Lien fields can be linked to Accounts Payable to alert of Profile violations before checks are generated
- Profile Status Reports can be sorted by job or vendor, with the option to print only vendors with Profile violations
- Provides an audit trail for the issuance of joint checks
- Tracks 1099 Information
- Provides Miscellaneous Code fields for use with custom reports
Featured AccuBuild Construction Software Clients Module Reports
Preliminary Lien Notice and Lien Release Information Report
The Preliminary Lien Notice and Lien Release Information Report prints the data as maintained on the Liens tab of the AccuBuild Construction Software Clients module. This report includes the date of the preliminary lien notice, the client's name, the supplier's name, and the current lien release effective date for each supplier and whether the release is a full and final release.
Clients Module Reports
- Address List
- Client Info List
- Profile Status Report (sorted by job or vendor with the option to print only vendors with Profile violations)
- Preliminary Lien Notice and Lien Release Information Report
- Mailing Labels
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